Expertise and Tools for a Competitive Edge

Regulatory And Legislative

The latest updates

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.

Retirement Plan Disaster Assistance May Be Available for Crow Tribe of Montana

The Federal Emergency Management Agency issued a Major Disaster Declaration on November 14, 2024, for Crow Tribe of Montana severe storm and straight-line winds.

Retirement Plan Disaster Assistance May Be Available for Alaska and Wyoming Disasters

The Federal Emergency Management Agency issued Major Disaster Declarations on November 13, 2024, for Alaska landslides and Wyoming wildfires.

Deadline Relief for New Mexico Severe Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms and flooding in Chaves County, New Mexico.

IRS Issues Yield Curve and Segment Rates for DB Plan Calculations

The Internal Revenue Service has issued Notice 2024-81, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.

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

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.

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.

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.