Regulatory and Legislative

PBGC Announces Changes to e-Filing Portal

The Pension Benefit Guaranty Corporation (PBGC) has indicated they will launch a new and improved e-Filing Portal on February 1, 2024. Key changes include a new login process using login.gov, and a streamlined look across all applications. Details can be found in FAQ format here.

DOL Defined Benefit Plan Defined Contribution Plan

Regulatory and Legislative

IRS Announces Deadline Relief for Montana Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms and straight-line winds in the Crow Tribe of Montana.

Regulatory and Legislative

DOL Announces Start of the Lost and Found Information Collection

The Department of Labor has announced the start of a voluntary information collection to establish and maintain the Retirement Savings Lost and Found database.

Insights and Perspectives

Q&A with FuturePlan’s Aaron McIsaac

How a Retirement Plan Advisor Can Leverage a TPA to Build Your Business