ira

Infrastructure Bill Heads to President for Signature

The much-anticipated Infrastructure Investment and Jobs Act (the Act) has passed the House of Representatives months after its approval in the Senate.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

IRA

Legislative updates

IRS Postpones Requirement to Use Updated Forms W-4P and W-4R

The IRS has issued a fourth draft of the 2022 Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments.

FuturePlan ERISA Team

IRS

IRA

2022 Retirement Savings Limitations Released

The IRS has issued Notice 2021-61, which contains the following 2022 retirement savings limitations.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

Deadline Relief for Hurricane Ida Victims in Connecticut

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of Hurricane Ida in Connecticut.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

Deadline Relief for Hurricane Ida Victims in Mississippi

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of Hurricane Ida in Mississippi.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

Proposed IRA Restrictions in House Budget Reconciliation Amendment

Proposed House Budget Reconciliation Amendment Includes IRA Restrictions

FuturePlan ERISA Team

Defined Contribution Plan

IRA

Legislative updates

Deadline Relief for Hurricane Ida Victims in Pennsylvania

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of Hurricane Ida in Pennsylvania.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

Deadline Relief for Tropical Storm Fred Victims in North Carolina

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of Tropical Storm Fred in North Carolina.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

Deadline Relief for Hurricane Ida Victims in Mississippi

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of Hurricane Ida in Mississippi.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

Deadline Relief for Hurricane Ida Victims in New Jersey

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of Hurricane Ida in New Jersey.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

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