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Ret plans - amendments required, incl. EGTRRA


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[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
Qualified Retirement Plans in 2017 and Beyond: Resources and Considerations for Employers
[Guidance Overview] Using the New IRS Remedial Amendment Period Rules (PDF)
[Official Guidance] Text of IRS Operational Compliance List, Calendar Years 2016 and 2017
[Guidance Overview] IRS Fact Sheet: How to Self-Correct Defective 403(b) Plan Provisions During the Remedial Amendment Period
[Guidance Overview] New Determination Letter Procedures for Puerto Rico Retirement Plans
[Guidance Overview] Puerto Rico Treasury Updates Rules for Obtaining Retirement Plan Qualification Letters (PDF)
[Guidance Overview] Puerto Rico Modifies Requirements for Qualified Retirement Plans and Trusts
[Guidance Overview] IRS Announces the Last Day of the Remedial Amendment Period for 403(b) Plans
[Guidance Overview] Remedial Amendment Period for 403(b) Plans Ends March 31, 2020
[Guidance Overview] Sponsors of Pre-Approved 403(b) Plans Need to Request Opinion or Advisory Letters by March 31, 2020
[Guidance Overview] IRS Provides Long-Awaited Guidance on Initial 403(b) Plan Remedial Amendment Period (PDF)
Window for Fixing Current 403(b) Documents to Close in 2020 (PDF)
IRS Exempts Some Small Employer Plans from User Fee for Determination Letter Applications
[Guidance Overview] Puerto Rico Treasury Issues New Guidance on Rules and Procedures for Qualification of Retirement Plans
[Guidance Overview] Proposed Amendments to the Retirement Plan Provisions of the Puerto Rico Internal Revenue Code

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