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Determination Letter Question


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Guest ohioattorney
Posted

I have a plan that the TPA thinks has always been a prototype (since 1976). Effective March 1, 2008 (fiscal year plan), I restated the plan as a volume submitter with one modification since the TPA only does prototypes. I have restated it effective March 1, 2009 on the same volume submitter with the one modification for EGTRRA. Does anyone know if I am going to have to produce the complete trail of plan documents to get a determination letter. The plan has never had a determination letter.

Posted

We asked the IRS that very question. They stated they wanted information as far back as GUST, meaning in your case to submit the GUST document and all subsequent amendments/documents. If you had a GUST determination letter, then only amendments after that point are needed.

-- typo --

"What's in the big salad?"

"Big lettuce, big carrots, tomatoes like volleyballs."

Posted

One quick addition to what Blinky said. If GUST was signed during the EXTENDED remedial amendment period (RAP) you will have to prove eligibility for RAP.

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