futureplan erisa team

Deadline Relief for California Severe Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, flooding, and landslides in California.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Hardship Distributions May Be Permitted for New Hampshire Severe Storm

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on March 15, 2023, for severe winter storm and flooding in New Hampshire.

FuturePlan ERISA Team

IRS

IRA

Defined Contribution Plan

Hardship Distributions May Be Permitted for New York Severe Winter Storm

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on March 15, 2023, for severe winter storm and snowstorm in New York.

FuturePlan ERISA Team

IRS

IRA

Defined Contribution Plan

SEC Proposes Additional Requirements to Protect Consumer Financial Information

The SEC has proposed additional requirements for broker-dealers, investment companies, registered investment advisers and transfer agents.

FuturePlan ERISA Team

Defined Contribution Plan

Legislative updates

IRS Announces Applicable Federal Rates for April 2023

The IRS has issued Revenue Ruling 2023-06, which contains the applicable federal rates (AFR) for April 2023.

FuturePlan ERISA Team

IRS

IRS Guidance

SEC Releases Cybersecurity Proposed Rule

The Securities and Exchange Commission (SEC) has issued a proposed rule to address cybersecurity risks.

FuturePlan ERISA Team

Fiduciary Issues

Updated Yield Curves and Segment Rates for DB Plans

The IRS has issued Notice 2023-25, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.

FuturePlan ERISA Team

IRS

Defined Benefit Plan

Hardship Distributions May Be Permitted for California Severe Winter Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on March 10, 2023, for severe winter storms, flooding, landslides, and mudslides in California.

FuturePlan ERISA Team

IRS

IRA

Defined Contribution Plan

PBGC Updates Interest Assumptions for Valuing Benefits for Second Quarter 2023

The PBGC has issued a final rule updating interest assumptions under the asset allocation regulation for plans with valuation dates in the second quarter of 2023.

FuturePlan ERISA Team

Defined Contribution Plan

Legislative updates

Hardship Distributions May Be Permitted for Tennessee Severe Winter Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on March 8, 2023, for severe winter storms in Tennessee.

FuturePlan ERISA Team

IRS

Legislative updates

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