defined contribution plan

Bill Proposed in House to Allow CITs in 403(b) Plans

Congressman Patrick McHenry (R-NC), Chairman of the House Financial Services Committee has introduced H.R. 2799, the Expanding Access to Capital Act.

FuturePlan ERISA Team

Defined Contribution Plan

Legislative updates

Disaster Assistance May Be Available for Oklahoma Severe Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 24, 2023, for Oklahoma severe storms.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Defined Benefit Plan

IRA

HSA

Deadline Relief for Oklahoma Severe Storms

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

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Defined Benefit Plan

IRA

HSA

Disaster Assistance May Be Available for Texas Severe Storm

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 21, 2023, for a severe winter storm in Texas.

FuturePlan ERISA Team

Legislative updates

Defined Contribution Plan

IRA

IRS Announces Cycle 4 Pre-approved Plan Submission Period

The April 20, 2023, publication of Employee Plans News provides details for plan document restatement deadlines.

FuturePlan ERISA Team

IRS

Defined Contribution Plan

Disaster Assistance May Be Available for Indiana Severe Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 15, 2023, for severe storms, straight-line winds, and tornadoes in Indiana.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Defined Benefit Plan

IRA

HSA

Disaster Assistance May Be Available for Tennessee Severe Storms, Straight-line Winds, and Tornadoes

The Federal Emergency Management Agency (FEMA) issued a disaster declaration for 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 Kentucky Severe Storms, Straight-line Winds, Tornadoes, Flooding, Landslides, and Mudslides

The Federal Emergency Management Agency (FEMA) issued a disaster declaration for Kentucky severe storms.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Defined Benefit Plan

IRA

HSA

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

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