defined contribution plan

2022 Taxable Wage Base Announced

The Social Security Administration has announced the 2022 adjustments for benefits and certain other limitations that are subject to annual cost-of-living adjustment (COLA) indices.

FuturePlan ERISA Team

Defined Contribution Plan

Form 5500 Changes Proposed

In September 2021, the DOL, IRS, and Pension Benefit Guaranty Corporation (PBGC), collectively referred to as the “Agencies”, released proposed changes to Form 5500, Annual Return/Report of Employee Benefit Plan.

FuturePlan ERISA Team

Defined Contribution Plan

DOL

IRS

IRS Guidance

SECURE Act

Washington Pulse

Proposed Bill Would Create Portable Retirement Accounts

Representative Jim Himes (D-CT) and Senator Mark Warner (D-VA) have announced legislation to establish universal, portable retirement accounts.

FuturePlan ERISA Team

Defined Contribution Plan

Legislative updates

Proposed IRA Restrictions in House Budget Reconciliation Amendment

Proposed House Budget Reconciliation Amendment Includes IRA Restrictions

FuturePlan ERISA Team

Defined Contribution Plan

IRA

Legislative updates

Deadline Relief for Hurricane Ida Victims in Pennsylvania

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of Hurricane Ida in Pennsylvania.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

DOL Releases Proposed Revisions to Form 5500 Reporting

The DOL’s EBSA, in conjunction with the IRS and PBGC, have released proposed forms revisions modifying requirements for Form 5500, Annual Return/Report of Employee Benefit Plan, reporting.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

SECURE Act

Deadline Relief for Tropical Storm Fred Victims in North Carolina

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of Tropical Storm Fred in North Carolina.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

IRS Priority Guidance Plan Includes Retirement Items

The IRS has issued its initial 2021-2022 Priority Guidance Plan, in which it describes guidance projects in the current fiscal year.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

IRS

SECURE Act

Deadline Relief for Hurricane Ida Victims in Mississippi

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of Hurricane Ida in Mississippi.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

Deadline Relief for Hurricane Ida Victims in New Jersey

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of Hurricane Ida in New Jersey.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

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