BenefitsLink logo
EmployeeBenefitsJobs logo
Subscribe Now

“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Featured Jobs
401(k) / Pension Administrator (PA)
Retirement Plan Document Specialist (CO, WI)
ESOP Administrator (VA, Telecommute)
Pension Administrator - Retirement Plans (NJ)
Retirement Implementation Specialist (MN, ND)
IRA Expert (Telecommute)
Get the BenefitsLink app LinkedIn
Twitter
Facebook

News Items, by Subject

Ret plans - amendments required, incl. EGTRRA


Now Viewing
Headlines
View Excerpts and
Headlines

Significant Changes in VCP Fees Affect Small Benefit Plans
[Guidance Overview] IRS Announces Submission Extension for Cycle 3 Pre-Approved Defined Contribution Plans (PDF)
Affected Parties Suggest Reasons, Methods for Expanding IRS Determination Letter Program
Stakeholders Propose Ideas for Expanding the Determination Letter Program
[Guidance Overview] IRS Umbrella Closing Agreement Program Available to Correct Missed Deadlines
IRS Appears Likely to Expand Determination Letter Program in 2019
[Official Guidance] Text of IRS Form 14568-B: Model VCP Compliance Statement -- Schedule 2: Other Nonamender Failures and Failure to Adopt a 403(b) Plan Timely (PDF)
[Opinion] Joint Trade Association Letter to Senators Proposing SCP Expansion Be Included in Senate IRS Reform Proposal (PDF)
[Opinion] Groom Law Group Urges IRS to Expand Determination Letter Program
Pre-Approved DB Plan Restatement Period Opened May 1, 2018
House Subcommittee Chair, Ranking Member Press IRS for VCP Update
Unapproved 403(b) Plan Documents: Plan Sponsors Can Take Remedial Steps Now
[Opinion] ERIC Comment Letter to IRS on the Determination Letter Program
[Opinion] American Benefits Council Letter to IRS in Support of Expanded Determination Letter Program for Individually Designed Plans
IRS Considers Expanding Determination Letter Program in 2019 for Certain Individually Designed Plans
[Official Guidance] Applications for Pre-Approved DC Plan Opinion Letters: Third 6-Year Remedial Cycle
[Official Guidance] IRS 'Umbrella' Closing Agreement Program Allow Providers of Pre-Approved Plan to Correct Multiple Missed Deadlines
IRS Requests Input on Possible Expansion of Determination Letter Program in 2019
[Guidance Overview] IRS Considering Expanding Determination Letter Program in 2019 for Certain Individually Designed Plans
[Official Guidance] Text of IRS Notice 2018-24: Request for Comments on Scope of Determination Letter Program for Individually Designed Plans During Calendar Year 2019 (PDF)
Restated Preapproved DB Plans Learn from DC IRS Amendment Cycle
[Official Guidance] Text of IRS Rev. Proc. 2018-19: Retroactive Reduction of Form 5310 User Fee (PDF)
[Official Guidance] IRS Announcement 2018-05: Opinion and Advisory Letters for Pre-Approved DB Plans, Deadline for Employer Adoption, and Opening of Determination Letter Program for Adopters (PDF)
[Opinion] ARA Comment Letter to IRS: Revised EPCRS User Fee Structure Is Unfair to Small Businesses (PDF)
[Guidance Overview] IRS Reduces Fees to Encourage Employers to File VCPs for Qualified Plan Errors
[Guidance Overview] Spousal Consent/J&S Issues Under 403(b) Plans May Trigger Document Conflicts
[Guidance Overview] IRS Releases 2017 Required Amendments List for Qualified Retirement Plans
[Official Guidance] Text of IRS Notice 2017-72: 2017 Required Amendments List for Qualified Retirement Plans (PDF)
[Official Guidance] Employee Stock Ownership Plan (ESOP) LRM and Information Package, October 2017 (PDF)
[Official Guidance] Cash or Deferred Arrangement LRM and Information Package, October 2017 (PDF)
Year-End Compliance Issues for Single-Employer Retirement Plans (PDF)
IRS Issues Model Amendments for Bifurcated Distribution Options (PDF)
IRS Clarifies Use of Effective Date Addendums to Pre-Approved 403(b) Plan Documents
[Guidance Overview] When Must Discretionary Amendments to a 403(b) Plan be Adopted?
[Guidance Overview] Understanding Pre-Approval of 403(b) Plans
[Discussion] Timing of Corrective Amendment for 2016 and Going Forward for 2017
[Guidance Overview] IRS Preapproved Plan Program Gets a Makeover (PDF)
IRS Modifies Preapproved Retirement Plan Program
[Guidance Overview] IRS Has Revised Its Qualified Plans Correction Program to Address the Determination Letter Program Changes (PDF)
[Guidance Overview] IRS Notice 2017-44 Provides Model Amendments to a DB Plan Document to Add Bifurcated Benefit Distribution Options
[Discussion] Handwritten Amendment to Plan Document?
[Official Guidance] Text of IRS Notice 2017-44: Model Amendments to Add Bifurcated Distribution Options to Defined Benefit Plans (PDF)
IRS Issues New Procedures for Pre-Approved Plans (PDF)
IRS Requests Input on Upcoming Presentation on Pre-Approved Plans Opinion Letter Program
[Discussion] 'Scrivener's Error' in Document Preparation
[Discussion] Retroactive Amendment, Self-Correction, Pre-Approved Plan
Why Do I Need to Restate My 403(b) Plan Document?
IRS Issues 2017 Cumulative List for Pre-Approved Defined Contribution Plans
[Guidance Overview] IRS Revamps Pre-Approved Qualified Plan Program (PDF)
[Discussion] PPA Restatement and Plan Termination After Dissolution of Plan Sponsor
[Guidance Overview] IRS Updates the Pre-Approved Plan Document Program
[Guidance Overview] IRS Makes Major Changes to Qualified Pre-Approved Plan Program
[Guidance Overview] IRS Revises Opinion Letter Procedures for Pre-Approved Plans, Issues 2017 Cumulative List
IRS Overhauls Opinion Letter Process for Pre-Approved Plans, Combines Prototype and Volume Submitter Programs
[Official Guidance] Text of IRS Notice 2017-37: Cumulative List of Changes in Plan Qualification Requirements for Pre-Approved Defined Contribution Plans for 2017 (PDF)
[Official Guidance] Text of IRS Rev. Proc. 2017-41: Changes to Opinion Letter Program for Pre-Approved Retirement Plans (PDF)
Adopting a New Pre-Approved 403(b) Document? It's a Good Time for a Plan Compliance Review (PDF)
[Guidance Overview] Changes to Puerto Rico's Tax Code and Trust Act Could Impact HCEs
[Guidance Overview] Recent Legislation Impacts Puerto Rico Tax-Qualified Retirement Plans
Protecting Your Qualified Retirement Plan Now That the IRS Determination Program Is (Mostly) Closed
 
About Us

Testimonials

Privacy Policy

Post a Job

Advertise in the BenefitsLink Newsletters

Add Your Company to the Directory of Vendors and Software

Submit a News Item, Press Release, Webcast or Conference

Contact Us

Payment Portal

© 2018 BenefitsLink.com, Inc.