News

Prospecting in 10 Minutes a Day on LinkedIn

With more than a half billion users, LinkedIn can become one of your most powerful relationship building tools.

Practice Management

Social Media

To Simplify the Complex, Technology Matters

Ever-evolving regulatory requirements, plan choices, and participant needs are making it increasingly complex to implement and manage a retirement plan.

Brandy Blum

Technology

my.FuturePlan

FuturePlan Names Aaron McIsaac New Head of FuturePlan Sales

FuturePlan by Ascensus has named Aaron McIsaac its new Head of FuturePlan Sales.

FuturePlan

Corporate Culture

Updated Yield Curves and Segment Rates for DB Plans

The IRS has issued Notice 2023-12, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.

FuturePlan ERISA Team

Defined Contribution Plan

IRS

IRS Guidance

Defined Benefit Plan

IRS Announces Applicable Federal Rates for February 2023

The IRS has issued Revenue Ruling 2023-03, which contains the applicable federal rates (AFR) for February 2023.

FuturePlan ERISA Team

Defined Contribution Plan

IRS

2023 Inflation Adjustments for Civil Penalties

The PBGC has published in the Federal Register inflation-adjusted penalty amounts for failure to provide certain notices.

FuturePlan ERISA Team

DOL

Distributions May Be Permitted for Alabama Severe Storms

FEMA has issued a disaster declaration for severe storms, straight-line winds, and tornadoes in Alabama, for January 12, 2023.

FuturePlan ERISA Team

Defined Contribution Plan

Distributions May Be Permitted for Washington Severe Winter Storm

FEMA has issued a disaster declaration for severe winter storm, straight-line winds, flooding, landslides, and mudslides in Washington, for the period of November 3, 2022 – November 8, 2022.

FuturePlan ERISA Team

Defined Contribution Plan

Distributions May Be Permitted for California Winter Storms

FEMA has issued a disaster declaration for severe winter storms, flooding, landslides, and mudslides in California, starting on December 27, 2022.

FuturePlan ERISA Team

Defined Contribution Plan

Distributions May Be Permitted for Georgia Severe Weather

FEMA has issued a disaster declaration for severe weather in Georgia, for January 12, 2023.

FuturePlan ERISA Team

Defined Contribution Plan

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