News
The latest updates
Regulatory Updates
IRS Provides Details on Beneficiary Rules and CRD Repayments
The 2020 tax year version of IRS Publication 590-B reflects the following noteworthy updates pursuant to the passage of the SECURE, CARES, and Consolidated Appropriations Acts.
Regulatory Updates
DOL Releases Cybersecurity Guidance for Plan Sponsors
The DOL’s Employee Benefits Security Administration today released a three-part guidance package on cybersecurity for plan sponsors, plan fiduciaries, service providers, and participants.
Regulatory Updates
Additional Prohibited Transaction Exemption Guidance
The Department of Labor (DOL) has issued two pieces of guidance on its new fiduciary advice prohibited transaction exemption, PTE 2020-02.
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.
