FuturePlan ERISA Team

Regulatory and Legislative

Third Phase of Form 5500 Changes Released

The third phase of updates to Form 5500, Annual Return/Report of Employee Benefit Plan, was recently released. 

April 14 2023
DOL IRS Regulations

Regulatory and Legislative

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.

March 24 2023
SECURE 2.0 Defined contribution plan Legislative updates

Regulatory and Legislative

Military Spouse Retirement Plan Eligibility Credit for Small Employers

The SECURE 2.0 Act gives certain employers a general business tax credit for immediately including military spouses in their defined contribution plan.

February 15 2023
SECURE 2.0 Legislative updates Defined contribution plan

Regulatory and Legislative

SECURE 2.0 is Congress’s Retirement Enhancement Encore

This bill was included in the Consolidated Appropriations Act of 2023, which was signed into law on December 29, 2022.

January 12 2023
Washington Pulse SECURE 2.0 Defined contribution plan IRA Legislative updates
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