futureplan erisa team

Retirement Plan Disaster Assistance May Be Available for West Virginia

The Federal Emergency Management Agency issued a Major Disaster Declaration on May 22, 2024, for West Virginia severe storms, straight-line winds, tornadoes, flooding, landslides, and mudslides.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

IRS

IRS Guidance

DOL Releases Final Investment Advice Fiduciary Rule

The Department of Labor recently released a regulatory package that includes a final amendment (the Retirement Security Rule) to the regulations that define what constitutes an investment advice fiduciary.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

Fiduciary Issues

HSA

IRA

IRS

Washington Pulse

Disaster Assistance May Be Available for Texas Severe Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on May 17, 2024, for Texas severe storms, straight-line winds, tornadoes, and flooding.

FuturePlan ERISA Team

Defined Contribution Plan

Defined Benefit Plan

IRA

HSA

IRS

IRS Guidance

IRS Announces Deadline Relief for Iowa Severe Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of Iowa severe storms and tornadoes.

FuturePlan ERISA Team

Defined Contribution Plan

Defined Benefit Plan

IRA

HSA

IRS

IRS Guidance

Updated Yield Curves and Segment Rates for DB Plans

The Internal Revenue Service has issued Notice 2024-40, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Disaster Assistance May Be Available for Massachusetts Severe Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on May 15, 2024, for Massachusetts severe storms and flooding.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

SEC Releases Cybersecurity Final Rule

The Securities and Exchange Commission has issued a final rule to address cybersecurity risks.

FuturePlan ERISA Team

Fiduciary Issues

DOL Releases Interim Final Rule for Abandoned Plans

The Department of Labor has issued a regulatory package that includes an interim final rule that amends the regulations for abandoned plans that were initially created in 2006.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

ERISA Insights

IRS Publishes 2025 Mortality Tables for DB Plans

The Internal Revenue Service has released Notice 2024-42, updating the static mortality tables for defined benefit plans for 2025.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Retirement Plan Disaster Assistance May Be Available for Iowa Severe Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on May 14, 2024, for Iowa severe storms and tornadoes.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

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