Compliance | December 22nd, 2023 IRS Publishes 2023 Cumulative List of Remedial Amendments The amendments keep pre-approved plans in compliance with changes to tax law.
Ask the Experts | November 14th, 2023 How Does the New Determination Letter Program for 403(b) Plans Work? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | November 8th, 2022 403(b) Plans May Apply for IRS Determination Letters Starting Next June The IRS will provide determination and termination letters to 403(b) plans beginning next June.
Compliance | May 17th, 2019 Next Steps for Plan Sponsors After Determination Letter Program Expansion A client alert from Drinker Biddle & Reath goes into detail about the IRS’ recent expansion of its determination letter...
Compliance | May 2nd, 2019 IRS Expands Determination Letter Program for Individually Designed Plans The agency will accept determination letter applications for hybrid plans for a certain period and for merged plans on an...
Compliance | June 26th, 2018 Groom Law Group to IRS: More Plan Types Need Determination Letters Under the restricted determination letter program created by IRS Revenue Procedure 2016-37, a plan can now request a determination letter...
Products | October 16th, 2017 McDermott Launches Opinion Letter Program Following the IRS' curtailment the determination letter program for retirement plan sponsors, McDermott Will & Emery is releasing an opinion...
Products | September 21st, 2017 Wagner Law Group Offers Assistance in Absence of Determination Letter Program In the absence of the determination letter program, the law firm is helping plan sponsors of tax-qualified plans remain compliant...