News

Deadline Relief for Tennessee Victims of Severe Storms, Straight-line Winds, and Tornadoes

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

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Defined Benefit Plan

IRA

HSA

Disaster Assistance May Be Available for California Severe Winter Storms, Straight-line Winds, Flooding, Landslides, and Mudslides

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 3, 2023, for severe winter storms in California.

FuturePlan ERISA Team

Legislative updates

Defined Contribution Plan

IRA

HSA

Deadline Relief for Arkansas Severe Storms and Tornadoes

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms and tornadoes in Arkansas.

FuturePlan ERISA Team

Defined Contribution Plans

IRA

Disaster Assistance May Be Available for Arkansas Severe Storms and Tornadoes

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 2, 2023, for severe storms and tornadoes in Arkansas, for the incident period of March 31, 2023.

FuturePlan ERISA Team

Defined Contribution Plans

IRA

FuturePlan Expands Retirement Plan Options with New Employer Aggregated Plan

New Product Diminishes Employer Burdens, Adds Fiduciary Protection

FuturePlan

Partnerships

Deadline Relief for Mississippi Severe Storms, Straight-line Winds, and Tornadoes

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

FuturePlan ERISA Team

IRS

Hardship Distributions May Be Permitted for Mississippi Severe Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on March 26, 2023, for severe storms, straight-line winds, and tornados in Mississippi.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Deadline Relief for New York Severe Winter Storm and Snowstorm

The IRS has announced the postponement of certain tax-related deadlines for victims of severe winter storms and snowstorms in New York.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Hardship Distributions May Be Permitted for Maine Severe Storm

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on March 22, 2023, for severe storm and flooding in Maine.

FuturePlan ERISA Team

IRS

Employer Tax Credits, Part 2

The SECURE 2.0 Act modifies one small-employer credit and creates another. These credits may make establishing and contributing to a plan much more attractive. Ultimately, these credits may make it possible for employers to adopt and run a plan with no out-of-pocket expense for the first few years that a plan is in place.

FuturePlan ERISA Team

SECURE 2.0

Defined Contribution Plan

Legislative updates

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