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.
Tag: retirement plan determination letters
There’s a New IRS Mailing Address Plan Sponsors Need to Know
The mailing address for Employee Plans (EP) submissions for determination letters, letter rulings, individual retirement arrangement (IRA) opinion letters, and...
IRS Adds ‘Other Circumstances’ to Instances for Which Determination Letter Requests Can Be Made
Previously, the IRS said a plan can request a determination letter only if it has never received a letter before;...