FuturePlan ERISA Team

Regulatory and Legislative

IRS Announces Deadline Relief for Hurricane Helene in Multiple States

The IRS has announced the postponement of certain tax-related deadlines for victims of Hurricane Helene until May 1, 2025.

October 02 2024

Regulatory and Legislative

IRS Announces Deadline Relief for Illinois Severe Storms

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

October 02 2024

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Hurricane Helene in Georgia

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on September 30, 2024 for Georgia Hurricane Helene, for the incident period of September 24, 2024 and continuing.

October 01 2024

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Hurricane Helene

The Federal Emergency Management Agency (FEMA) has issued Major Disaster Declarations on the following dates:

September 30 2024

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Vermont Severe Storms

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on September 26, 2024, for Vermont Severe Storms, Flooding, Landslides, and Mudslides, for the incident period of July 29 – July 31, 2024.

September 27 2024

Regulatory and Legislative

New Bill Allowing CITs in 403(b) Plans Introduced in Senate

Senator Tim Scott (R-SC), Ranking Member of the Senate Committee on Banking, Housing, and Urban Affairs, along with fellow republican committee members Senators Mike Crapo (R-ID), Mike Rounds (R-SD), Thom Tillis (R-NC), John Kennedy (R-LA), Bill Hagerty (R-TN), Cynthia Lummis (R-WY), Katie Britt (R-AL), Kevin Cramer (R-ND), Steve Daines (R-MT), and Jerry Moran (R-KS), have introduced S. 5139, Empowering Main Street in America Act of 2024.

September 25 2024

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Georgia, Nebraska, Washington, Kansas, and New York

The Federal Emergency Management Agency (FEMA) issued Major Disaster Declarations on September 24, 2024, for the following locations:

September 25 2024

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for New York, Illinois, and Connecticut Disasters

The Federal Emergency Management Agency (FEMA) issued Major Disaster Declarations on September 20, 2024.

September 23 2024

Regulatory and Legislative

IRS Announces Deadline Relief for Pennsylvania Tropical Storm Debby

The IRS has announced the postponement of certain tax-related deadlines for victims of Tropical Storm Debby in Pennsylvania.

September 19 2024

Regulatory and Legislative

IRS Issues Yield Curves and Segment Rates for DB Plan Calculations

The Internal Revenue Service has issued Notice 2024-67, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.

September 19 2024
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