Regulatory And Legislative
The latest updates
Regulatory and Legislative
EBSA Releases ESOP Guidance Under SECURE 2.0
The Department of Labor’s Employee Benefits Security Administration has issued a proposed rule and class exemption for shares to be acquired by an ESOP pursuant to SECURE 2.0.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Alaska
The Federal Emergency Management Agency issued a Major Disaster Declaration on January 15, 2025, for Alaska severe storm and flooding.
Regulatory and Legislative
IRS Announces Applicable Federal Rates for February
The IRS has issued Revenue Ruling 2025-05, which contains the applicable federal rates (AFR) for February 2025.
Regulatory and Legislative
EBSA Releases ESOP Guidance Under SECURE 2.0
The Department of Labor’s Employee Benefits Security Administration has issued a proposed rule and class exemption for shares to be acquired by an ESOP pursuant to SECURE 2.0.
Retirement Plan Disaster Assistance May Be Available for Alaska
The Federal Emergency Management Agency issued a Major Disaster Declaration on January 15, 2025, for Alaska severe storm and flooding.
IRS Announces Applicable Federal Rates for February
The IRS has issued Revenue Ruling 2025-05, which contains the applicable federal rates (AFR) for February 2025.
DOL Issues Guidance on Missing Participant Small Balances
The Department of Labor has released Field Assistance Bulletin 2025-01 providing guidance regarding the treatment of small balances of retirement plan missing participants and beneficiaries.
IRS Issues Proposed Rule Under IRC 162(m)
The Internal Revenue Service has issued a proposed rule under IRC Sec.162(m) to identify “covered employees” and nondeductible compensation.
How Do You Select the Right TPA?
From fees, to response times, compliance, and references there are answers you should be looking for when evaluating a TPA.
Use our guide to ask the right questions
Insights and Perspectives
Top 3 Door-Opening Strategies for Cash Balance Plans + A Bonus Invitation
Cash balance retirement plans are one of the most powerful tax strategies available to business owners today.
Q&A with FuturePlan’s Aaron McIsaac
How a Retirement Plan Advisor Can Leverage a TPA to Build Your Business
Top 5 Selling Tips to Close Cash Balance Plan Sales
FuturePlan recently interviewed our top 25 producers in the financial advisor network about best practices for closing cash balance sales.
Is a safe harbor plan right for your small business?
Determining the right type of 401(k) plan for your small business can be challenging. While a traditional plan may work for you, there are other options that may be a better fit for your employees and your company—including a safe harbor plan.
Selling Beyond the 401k: Part Two of a Two-Part Series
Advisors, look beyond the 401k and help your clients win the talent war with 3(16) Fiduciary Services. Learn how.
