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Posted

For the 2011 plan year, I understand that plans will no longer receive automatic approval from the IRS for any changes in assumptions regarding yield curve and asset methodology. Can someone point me in the right direction as far as what is entailed in the request process to the IRS when asking for approval for an asset method change? Is there a specific form that must be filled out?

Any help that can be provided is appreciated.

Posted

Rev. Proc. 2000-40 / 2000-41

Also $4,000 user fee for the request (Rev. Proc. 2011-8)

The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.

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