Insights and Perspectives

Connect with FuturePlan at the NAPA 401(k) Summit April 3-5

The FuturePlan team is ready for the NAPA 401(k) Summit in Tampa Bay from April 3-5.

Visit us at booth 826 to meet or catch up with Teresa Hassara, our President and Carlo Guerrera, our Head of Institutional Sales, as well as members of our FuturePlan team. We’re looking forward to answering your questions and talking about your practice.

Teresa Hassara
President of FuturePlan by Ascensus

Carlo Guerrera
Head of Institutional Sales

Follow us on LinkedIn throughout the conference for daily updates on what we’re hearing from top advisors on the show floor.

FuturePlan NAPA 401(k) Summit

Regulatory and Legislative

DOL Amendment to Abandoned Plan Program Has Left OMB

Department of Labor guidance titled “Amendment of Abandoned Plan Program” that has been with the Office of Management and Budget since last July, has left OMB.

Regulatory and Legislative

How IRS Notice 2024-35 Affects Beneficiaries

IRS Notice 2024-35 states that final RMD regulations, when released, are anticipated to apply no earlier than the 2025 distribution calendar year.

Regulatory and Legislative

IRS Announces Applicable Federal Rates for May

The IRS has issued Revenue Ruling 2024-09, which contains the applicable federal rates (AFR) for May 2024.