News

Deadline Relief for Colorado Wildfire Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of wildfires and straight-line winds in Colorado.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

IRS Issues Updated Draft Forms W-4P and W-4R

The IRS has issued new drafts of the 2022 Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments, and the 2022 Form W-4R, Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions.

FuturePlan ERISA Team

Forms and Publications

Retirement

Employer

Savings

Individual

Temporary Enforcement Policy for Health Plan Disclosures

The DOL’s EBSA released Field Assistance Bulletin (FAB) 2021-03 announcing a temporary enforcement policy regarding group health plan service provider disclosures under ERISA Sec. 408(b)(2)(B).

FuturePlan ERISA Team

Health and Welfare

2021 Form 5500 Series Informational Copies Released

The Department of Labor’s EBSA, the IRS, and the PBGC jointly released the 2021 Form 5500, 2021 Form 5500-SF, and their respective instructions.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

DOL

Deadline Relief for Arkansas Storm Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of severe storms and tornados in Arkansas.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Deadline Relief for Alabama Storm Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of severe storms and flooding in Alabama.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Deadline Relief for Illinois Storm Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds, and tornados in Illinois.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

DOL Releases Form 5500 Revisions for Multiple-Employer Plans

It specifically revises the Form 5500 and Form 5500-SF instructions for the 2021 reporting year for multiple-employer plans.

FuturePlan ERISA Team

DOL

Defined Contribution Plan

IRS Releases PCORI Fees for Health Insurance Policy

The IRS has issued Notice 2022-04, providing the adjusted applicable dollar amount to be multiplied by the average number of covered lives.

FuturePlan ERISA Team

Health and Welfare

IRS Posts 2021 Instructions for Form 5330

The IRS has issued the 2021 version of detailed Instructions for Form 5330, Return of Excise Taxes Related to Employee Benefit Plans.

FuturePlan ERISA Team

Health and Welfare

Forms and Publications

Retirement

Employer

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