defined contribution plan

Compatibility of Pre-Approved Plan Documents and PEPs

The IRS has revealed that pre-approved qualified retirement plan documents may be used to establish arrangements known as pooled employer plans, or PEPs. 

FuturePlan ERISA Team

Defined Contribution Plan

IRS

SECURE Act

New Administration to Review ESG Investments Guidance

The new administration will review retirement plan ESG guidance for possible revision or withdrawal. 

FuturePlan ERISA Team

Defined Contribution Plan

Fiduciary

New guidance for Traditional and QACA Safe Harbor Plans

The SECURE Act makes it easier for employers to adopt ADP/ACP safe harbor plan provisions. These plans have proven popular with many employers. 

FuturePlan ERISA Team

Retirement Spotlight

SECURE Act

IRS

IRS Guidance

Defined Contribution Plan

DOL Guidance for Plans Facing Missing Participant Issues

The EBSA has released a three-part guidance package for retirement plan fiduciaries dealing with missing or unresponsive participants. 

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

Proposed Regs for Disaster-Related Deadline Postponements

IRS Proposes Regulations for Automatic Deadline Postponements for Federally Declared Disasters  

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

PPP Reopens the Week of January 11 2021

Paycheck Protection Program reopens the week of January 11, 2021. 

FuturePlan ERISA Team

COVID-19

Defined Contribution Plan

IRA

Final Regulations Published on Independent Contractor Status

Final regulations, entitled Independent Contractor Status Under the Fair Labor Standards Act, have been published in the Federal Register. 

FuturePlan ERISA Team

Defined Contribution Plan

DOL

Deadline Relief for Mississippi Hurricane Zeta Victims

The IRS has announced the postponement of certain tax-related deadlines for Mississippi victims of Hurricane Zeta. 

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

IRS Addresses Tax Benefits Related to PPP Loans

The IRS has issued Revenue Ruling 2021-02 guidance related to tax benefits associated with PPP loans.   

FuturePlan ERISA Team

COVID-19

Defined Benefit Plan

Defined Contribution Plan

IRS

Final Regulations on Offset Retirement Plan Loan Rollovers

IRS final regulations on offset retirement plan loan rollovers have been published in the Federal Register. 

FuturePlan ERISA Team

Defined Contribution Plan

IRS Guidance

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