futureplanningassoc.com
Welcome to Future Planning Associates, Inc.
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We are a service oriented company who believes in delivering the best personal customer service through our highly trained and qualified staff who will walk you through the complex world of retirement plan administration. Our fees are based on hourly rates for services performed. We do not receive any compensation from commissions on investments or insurance products, which frees our advice from bias while maintaining our service-based philosophy. Employee Stock Ownership Plans (ESOP). 600 Blair Park Road.
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Future Planning Associates, Inc. - Newsletter
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Our newsletter covers topics of interest to retirement plan sponsors and their advisors. Every other month another online newsletter is added to our newsletter library. Please bookmark our site so you can easily return to view our future newsletters. Click the topic below to view the newsletter. DOL Issues New Fiduciary Rule. A Fresh Look at Your Form 5500 Filing. Part-Time Employees in 401(k) Plans. Determining Retirement Plan Compensation. A Plan Fiduciary's Responsibilities. How Do You Spell Relief?
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Future Planning Associates, Inc. - About Us
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FPA is a New England based consulting firm established in 1974, specializing in the design, implementation, and administration of tax-qualified Retirement Plans, Cafeteria Plans and Health Reimbursement Arrangements (HRA). Marilyn Jae Lehto, ERPA, QPA, QKA. President, Senior Pension Administrator. Daryl R. Straw, ERPA, CPC, CEBS. Senior Vice President, Senior Pension Administrator. Daryl R. Straw, Senior Vice President, Senior Pension Administrator, a shareholder and director of Future Planning Assoc...
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Future Planning Associates, Inc. - Annual Plan Limits
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Each year the U.S. government adjusts the limits for qualified plans and Social Security to reflect cost-of-living adjustments and changes in the law. Many of these limits are based on the "plan year" as defined in the plan document. The elective deferral and catch-up limits are always based on the calendar year. Limits on benefits and contributions:. 401(k), 403(b) and 457 plan elective deferrals. SIMPLE plan elective deferrals. 401(k), 403(b) and 457 plans. Social Security Taxable wage base.
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Future Planning Associates, Inc. - Resources
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To request a proposal, please contact either Dave Davis directly at (802)857-0684 or Mark Shedd at (802)857-0688 or by email: info@futureplanningassoc.com. January 31 Form 1099-R’s due to participants. February 15 Form 945 due to IRS. March 14 Plan Refunds must be processed to avoid Excise Tax Penalty. March 14 Employer Contributions must be deposited if no extension on Corporate Return. April 15 Deadline for first year Required Minimum Distributions for 2007. July 31 Form 5500 Deadline (if not extended).
icbasecurities.com
Check Us Out
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Jim Reber, President. Interest Rate Risk Services. VPort on the Web. ICBA Securities Capital Markets. Bluegrass Community Bankers Association. Aug 29th, 2016. Marriott Griffin Gate, Lexington, KY. For: KY Community Bankers. Topic: Balance Sheet Management and Your Loan Portfolio. More Info: www.bluegrassbankers.com. New Hampshire and Vermont Banking Associations Annual Conference. Sep 9th, 2016. Le Chateau Frontenac, Quebec City, PQ. For: NH and VT Community Bankers. Sep 13th, 2016. Sep 15th, 2016.
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Banking And Financial Services | Industries | Baker Newman Noyes
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Healthcare Finance and Strategy. Medicare/Medicaid and Third Party Reimbursement. Revenue Management and Compliance. Risk Adjustment Documentation and Coding. Risk and Business Advisory Services. State and Local Tax. Banking and Financial Services. Not for Profit and Foundations. Banking and Financial Services Issues of Interest. BNN General Interest Newsletter. Real Estate and Construction News. Banking and Financial Services. Not for Profit and Foundations. Banking and Financial Services. We attend, sp...
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Future Planning Associates, Inc. - Types of Plans
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This well-known, specialized type of Profit Sharing plan allows your employees to contribute on a pre-tax (or after-tax Roth ) basis. Employers may or may not match a percentage of the employee contribution. Employer Discretionary Profit Sharing contributions may also be made. This type of plan allows for the most flexible, discretionary contribution each year. A New Comparability Profit Sharing plan may allow contributions to be heavily weighted toward older, higher paid owners/ employees. A deferred co...
futureplanningassoc.com
Future Planning Associates, Inc. - Our Services
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Our consultants will work with you to define your objectives, followed by an analytical review of alternatives that are available for the design of your Plan along with recommendations on how to proceed with the implementation. We prepare all the materials required for the I.R.S. approval process and work in consultation with your other professional advisors. We provide help with employee communication and perform preliminary non-discrimination testing. Correcting mistakes voluntarily is generally far le...
