defined contribution plan

Deadline Relief for Louisiana Victims of Storms

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for Louisiana winter storm victims. 

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

IRS Provides Updated Draft Withholding Forms

The IRS has made available a third early release 2022 tax year draft Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments. 

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

DOL Proposes Withdrawal of Independent Contractor Rule

The Department of Labor (DOL) Wage and Hour Division has proposed to withdraw the independent contractor rule, which has not yet taken effect. 

FuturePlan ERISA Team

Defined Contribution Plan

DOL

Health and Welfare

DOL Announces Non-Enforcement of ESG and Proxy Rules

The Department of Labor (DOL) has issued a statement that it will not enforce two final rules that were issued late in 2020. 

FuturePlan ERISA Team

Defined Contribution Plan

DOL

Fiduciary Issues

Schedule C Tax Filers to Use Gross Income for PPP Loans

The SBA has issued an interim final rule that would allow business owners who file a Schedule C to use gross income in determining payroll costs for PPP loans. 

FuturePlan ERISA Team

COVID-19

Defined Contribution Plan

IRA

DOL Delays Effective Date for Independent Contractor Regulations

The DOL Wage and Hour Division has finalized its proposal to delay until May 7, 2021, the effective date of final regulations on independent contractor status. 

FuturePlan ERISA Team

Defined Contribution Plan

DOL

Health and Welfare

IRS Regulations Address Tax on Unrelated Businesses in Plans

The IRS has released final regulations on computing unrelated business taxable income (UBTI) for a tax-exempt organization. 

FuturePlan ERISA Team

Retirement Spotlight

Defined Contribution Plan

IRA

IRS

IRS Guidance

House Passes COVID-19 Relief Bill

The House of Representatives has passed the American Rescue Plan Act of 2021 to provide additional relief to address the continued impact of COVID-19. 

FuturePlan ERISA Team

COVID-19

Defined Benefit Plan

Defined Contribution Plan

Health and Welfare

Legislative updates

COVID-19 Relief for Benefit Plans Continued

The DOL’s Employee Benefits Security Administration (EBSA) has released Disaster Relief Notice 2021-01 providing guidance on the duration of COVID-19-related relief. 

FuturePlan ERISA Team

COVID-19

Defined Contribution Plan

DOL

Health and Welfare

IRS Issues Deadline Relief for Texas Victims of Winter Storms

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for Texas winter storm victims. 

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

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