JJRetirement Posted October 31, 2016 Posted October 31, 2016 401(k) plan terminating 12/31/16. They have a Volume submitter document based on 2010 Cumulative list. We will update for everything on 2015 cumulative list, but of course there will be no 2016 Cumulative list. Can anyone think of amendments that might be required as of Termination Date that are not on the 2015 list? Thanks.
Peter Gulia Posted October 31, 2016 Posted October 31, 2016 Beyond the most recent cumulative list, one might scan the descriptions of documents collected on the IRS's "Recent Published Guidance" webpage.https://www.irs.gov/retirement-plans/recent-ep-published-guidance In my quick look, only two of those documents could affect the provisions of a mainstream 401(k) plan. Consider, however, that webpage states it was last updated on May 24. Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
JJRetirement Posted November 1, 2016 Author Posted November 1, 2016 thanks - good idea. Confirms nothing much happening for DC plan changes and I don't recall anything in the news since May 24th. rcline46 and Lou S. 2
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