BenefitsLink logo
EmployeeBenefitsJobs logo
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber

Subscribe Now


Featured Jobs
Retirement Plan Consultant
Retirement Plan Consultant - Distributions Team
ERISA Attorney
Employee Benefits Manager
Transactions Specialist
401(k) Sales Manager
401k Retirement Plan Administrator
Search all jobs
 
Get the BenefitsLink app LinkedIn
Twitter
Facebook

Benefits in the News > By Subject >

Ret plans - amendments required, incl. EGTRRA


Now Viewing
Recent Headlines
View Excerpts and
Recent Headlines

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
IRS Paves the Way for More Preapproved Plans
[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
[Official Guidance] Text of IRS Memo for EP Rulings and Agreements Staff: Changes in Tax Exempt Quality Management System (TEGMS) and Mandatory Review Standards (PDF)
[Guidance Overview] Puerto Rico Modifies Requirements for Qualified Retirement Plans
[Official Guidance] Adopters of Pre-Approved Defined Contribution Plans Get One-Day Deadline Extension
[Guidance Overview] Puerto Rico Legislation May Require Changes to Retirement Plans
[Official Guidance] Text of IRS Request for Comments on Revisions to Form 5300: Determination for Employee Benefit Plans
[Guidance Overview] Deadline for Plan Sponsors to Submit Qualification Amendments with the Puerto Rico Treasury Is Fast Approaching
[Guidance Overview] IRS Issues Guidance to Correct Defective 403(b) Plans
[Guidance Overview] Avoid Overpaying User Fees for Your VCP Submission
[Guidance Overview] The 2017 Operational Compliance List

Important word about authorship:
BenefitsLink® (BenefitsLink.com) provides this page for you, containing selected hypertext links to pages on the web that our editors think will be useful or interesting to you. But BenefitsLink is not the author or publisher of those linked pages (except as expressly indicated). You should contact directly the author of any such linked pages for copyright or other information about their contents.
 
Webmaster: 
© 2018 BenefitsLink.com, Inc.
Privacy Policy