defined contribution plan

IRS Releases 2021 Tax Year Reporting Forms 1099-R and 5498

The IRS has posted at its website the 2021 tax year version of Form 1099-R and Form 5498. 

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

IRA

DOL Final Regulations on Independent Contractor Status

Final Independent Contractor Status Under the Fair Labor Standards Act regulations issued by the DOL have been received by the OMB. 

FuturePlan ERISA Team

DOL

Defined Contribution Plan

COVID Relief and Government Funding Legislation Delayed

Legislation for a new round of economic relief for victims of the COVID-19 pandemic and extend funding for federal government agencies remains in pending status.

FuturePlan ERISA Team

COVID-19

Defined Benefit Plan

Defined Contribution Plan

Health and Welfare

Legislative updates

Investment Advice Fiduciary Class Exemption Published

Investment Advice Fiduciary Class Exemption Published, Effective Date Set

FuturePlan ERISA Team

Defined Contribution Plan

DOL

Fiduciary Issues

IRA

Congress Approves Additional COVID Relief

Agreement reached on a new round of economic relief for victims of the COVID-19 pandemic.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

Health and Welfare

Legislative updates

IRS Announces Deadline Relief for Alabama Hurricane Zeta Victims

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

FuturePlan ERISA Team

IRA

Defined Benefit Plan

Defined Contribution Plan

IRS Guidance

DOL Issues Investment Advice Fiduciary Class Exemption

The EBSA has issued the long-awaited Prohibited Transaction Exemption providing guidance to investment advisors who counsel retirement and other investors. 

FuturePlan ERISA Team

Defined Contribution Plan

DOL

Fiduciary Issues

IRA

Tax-Related Deadline Relief for Puerto Rico Storm Victims

The IRS has provided tax-related deadline relief for victims of the September 13, 2020 storm on the island of Puerto Rico.

FuturePlan ERISA Team

Defined Contribution Plan

IRS Guidance

PBGC Seeks Information on Roth Data and Foreign-Source Income

The PBGC has requested from the OMB permission to continue collecting information on retirement plan missing participant accounts.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL Releases Final Rule for Pooled Plan Provider Registration

The DOL has issued final regulations on registering as a pooled plan provider (PPP), which is one of the initial steps that such providers must take before offering PEPs.

FuturePlan ERISA Team

Washington Pulse

DOL

SECURE Act

Defined Contribution Plan

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