Newsletters

Benefits Advantage is our quarterly newsletter for plan sponsors. In it, we cover everything from new legislative and regulatory updates, plan and income limits, upcoming compliance calendars. We also cover evergreen topics on best practices and how to add specialized plans and strategies to your retirement portfolio, as well as news from the FuturePlan team.

Benefits Advantage 2021: Issue 1
Planning Opportunities for 401(k) Plans Under Notice 2020-86; New Participation Requirements for Long-term, Part-time Employees; Missing Participants: Prevention Is the Best Cure; American Rescue Plan Act Provides Coronavirus Relief; Compliance Reminders for 2Q2021: Calendar Plan Year 2021

Benefits Advantage 2020: Issue 4
SECURE ACT, Coronavirus loan relief, 6 good habits for plan sponsors, 2021 plan limits, and upcoming compliance calendar

Benefits Advantage 2020: Issue 3
Defined Contribution restatement, new auditing standards, CARES Act, and upcoming compliance calendar

Benefits Advantage 2020 – Special Issue
CARES Act and SECURE Act

Benefits Advantage 2019: Issue 4
Hardship distributions, COLA Limits, and upcoming compliance calendar

Benefits Advantage 2019: Issue 3
Census, Cash Balance plans, restatements, and upcoming compliance calendar

Benefits Advantage 2019: Issue 2
Safe harbor plans, beneficiary form setup, FuturePlan in the news, and upcoming compliance calendar

Benefits Advantage 2019: Issue 1
The Saver’s Credit, Cash Balance Plans for savings, ESOP’s, and upcoming compliance calendar

Benefits Advantage 2018: Issue 4
Document restatement, Hardship distribution changes, Missing participants best practices, and upcoming compliance calendar