irs

IRS Announces Deadline Relief for Illinois

The IRS has announced the postponement of certain tax-related deadlines for victims of Illinois severe storms and flooding.

FuturePlan ERISA Team

Defined Contribution Plan

IRS

IRS Guidance

IRA

Defined Benefit Plan

HSA

IRS Announces Deadline Relief for Mississippi

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds, and tornadoes in parts of Mississippi.

FuturePlan ERISA Team

Defined Contribution Plan

IRS

IRS Guidance

IRA

Defined Benefit Plan

HSA

Retirement Plan Disaster Assistance May Be Available for Illinois

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 15, 2023, for Illinois severe storms and flooding.

FuturePlan ERISA Team

Defined Contribution Plan

IRS

IRS Guidance

IRA

Defined Benefit Plan

HSA

IRS Issues Yield Curves and Segment Rates for DB Plan Calculations

The IRS has issued Notice 2023-61, which contains updated guidance on defined benefit (DB) pension plan minimum funding and present value calculations.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Retirement Plan Disaster Assistance May Be Available for Mississippi

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 12, 2023, for Mississippi severe storms, straight-line winds, and tornadoes.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Retirement Plan Disaster Assistance May Be Available for Montana

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 12, 2023.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Retirement Plan Disaster Assistance May Be Available for New Jersey

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 11, 2023.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

IRS to Focus on ESOP Compliance

The IRS indicates in a news release its intent to focus on a range of compliance issues that can be associated with Employee Stock Ownership Plans.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Defined Benefit Plan

SEC Proposes Requirements for Use of Data Analytics

The Securities and Exchange Commission has released a proposed rule that would require broker-dealers and investment advisers to take certain steps to address conflicts of interest associated with use of predictive data analytics.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Updated Yield Curves and Segment Rates for DB Plans

The IRS has issued Notice 2023-53, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

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