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Regulatory And Legislative

The latest updates

Regulatory and Legislative

ESG Final Rule Published in Federal Register

ESG Final Rule Published in Federal Register

The DOL’s final rule titled Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights has been published in the Federal Register.

Regulatory and Legislative

ESG Final Rule Published in Federal Register

The DOL’s final rule titled Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights has been published in the Federal Register.

Hardship Distributions May Be Permitted for West Virginia Storms

FEMA has issued a disaster declaration for severe storms, flooding, landslides, and mudslides in West Virginia.

Bill Proposed to Amend Family Attribution Rules

Senator Mark Kelly (D-AZ) and co-sponsor Senator Bill Cassidy (R-LA) have introduced S. 5125 the Family Attribution Modernization Act.

Hardship Distributions May Be Permitted for South Carolina Hurricane Ian

The Federal Emergency Management Agency (FEMA) has issued a disaster declaration for Hurricane Ian in South Carolina, beginning September 25, 2022, and ending October 4, 2022.

DOL Releases ESG Final Rule

The Department of Labor (DOL) has announced the release of a final rule to remove barriers in considering environmental, social, and governance (ESG) factors in plan investments. 

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

Selling Beyond the 401k: Part One of a Two-Part Series

Advisors, look beyond the 401k and help your clients win the talent war with Cash Balance Plans. Find out how.

Financial Advisors: Don’t Ask For a Referral – Do This Instead

Four Steps to Fire Up Your Referral Pipeline – Without Asking for Referrals

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.

Nyhart: Benefits Your Way

In 2019, Nyhart joined FuturePlan by Ascensus—an opportunity to merge the unique expertise of an actuarial powerhouse with the robust services FuturePlan already offers.

3(16) Fiduciary Services: What’s All the Hype About?

3(16) fiduciary services are one of the fastest growing sectors of the retirement plan industry today, but why do these plan administrators exist? We cover that in this post.