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Posted

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.

Posted

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

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