futureplan erisa team

ESG Final Rule Published in Federal Register

The DOL’s final rule titled Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights has been published in the Federal Register.

FuturePlan ERISA Team

DOL

Defined Contribution Plan

Fiduciary Issues

Hardship Distributions May Be Permitted for West Virginia Storms

FEMA has issued a disaster declaration for severe storms, flooding, landslides, and mudslides in West Virginia.

FuturePlan ERISA Team

Defined Contribution Plan

IRS

Bill Proposed to Amend Family Attribution Rules

Senator Mark Kelly (D-AZ) and co-sponsor Senator Bill Cassidy (R-LA) have introduced S. 5125 the Family Attribution Modernization Act.

FuturePlan ERISA Team

Legislative updates

Hardship Distributions May Be Permitted for South Carolina Hurricane Ian

The Federal Emergency Management Agency (FEMA) has issued a disaster declaration for Hurricane Ian in South Carolina, beginning September 25, 2022, and ending October 4, 2022.

FuturePlan ERISA Team

Legislative updates

Defined Contribution Plan

IRA

Additional Form 5500 Guidance Under SECURE Act at OMB

The OMB has received a final rule from the DOL titled “Implement SECURE Act and Related Revisions to Employee Benefit Plan Annual Reporting on the Form 5500.”

FuturePlan ERISA Team

DOL

Defined Contribution Plan

Defined Benefit Plan

DOL Releases ESG Final Rule

The Department of Labor (DOL) has announced the release of a final rule to remove barriers in considering environmental, social, and governance (ESG) factors in plan investments. 

FuturePlan ERISA Team

DOL

Defined Contribution Plan

Fiduciary Issues

DOL ESG Final Rule Has Left OMB

A final rule titled Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights submitted by the Department of Labor has left the Office of Management and Budget.

FuturePlan ERISA Team

DOL

Fiduciary Issues

PBGC Updates Mortality Tables for 2023

The Pension Benefit Guarantee Corporation has updated the ERISA Section 4044 Mortality Table to now include factors for 2023 valuation dates.

FuturePlan ERISA Team

Fiduciary Issues

DOL Releases Updated VFCP

The Department of Labor (DOL) has released a proposed amendment to its Voluntary Fiduciary Protection Program (VFCP).

FuturePlan ERISA Team

DOL

Defined Contribution Plan

Legislative updates

Retirement Spotlight – Department of Labor Changes “Employee vs. Contractor” Rule

The Department of Labor’s Wage and Hour Division has once again released guidance on the definition of “employee.”

FuturePlan ERISA Team

DOL

Retirement Spotlight

Defined Contribution Plan

Defined Benefit Plan

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