The latest updates
In Announcement 2020-14, the IRS provides advance notice of fee increases for certain determination applications, effective January 4, 2021.
The IRS has released two Notices with more guidance for certain provisions under the CARES and SECURE Acts.
The SEC has announced a proposal to modify and modernize the disclosure framework of mutual funds and exchange-traded funds that is intended to better serve the needs of retail investors.
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
COVID-19 Resources and Regulatory Updates
COVID-19 has transformed the way we do business for the foreseeable future. Find out more about FuturePlan’s response, resources for small businesses and the latest regulatory updates.