IRS Posts Form 4972
The IRS has posted Form 4972, Tax on Lump-Sum Distributions, for tax year 2022.
IRS Extends Remedial Amendment Period for CARES Act and Taxpayer Certainty and Disaster Tax Relief Act
The IRS issued Notice 2022-45 which extends the deadline for amendments to retirement plans and IRAs to adopt some provisions relating to distributions and loans under the CARES Act and the Taxpayer Certainty and Disaster Tax Relief Act of 2020 (Relief Act).
Financial Advisors: Don’t Ask For a Referral – Do This Instead
Four Steps to Fire Up Your Referral Pipeline – Without Asking for Referrals
Federal Prime Interest Rate Increased to 6.25 Percent
Effective September 21, 2022, the Federal prime interest rate increased from 5.50 percent to 6.25 percent.
IRS Announces Applicable Federal Rates for October 2022
The IRS has issued Revenue Ruling 2022-18, which contains the applicable federal rates (AFR) for October 2022.
PBGC Issues Interest Rate Assumptions for DB Plans
The PBGC has issued updated interest rate assumptions for benefit payments in terminating single-employer defined benefit (DB) pension plans.
IRS Releases Draft 2023 Form W-4R
The IRS has posted a draft 2023 Form W-4R, Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions.
Updated Yield Curves and Segment Rates for DB Plans
The IRS has issued Notice 2022-40, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
Deadline Relief for Puerto Rico Victims of Hurricane Fiona
The IRS has announced the postponement of certain tax-related deadlines for victims of hurricane Fiona in Puerto Rico.
Vestwell Names FuturePlan As One of Its Preferred TPA Partners
Vestwell names FuturePlan as one of its preferred TPA partners, as part of their new Vestwell Flex solution.
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