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Ret plans - amendments required, incl. EGTRRA


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[Official Guidance] VCP Submission Kit: Failure to Have Adopted a New Pre-Approved Defined Contribution Plan by the April 30, 2016 Deadline
#10YearChallenge for 403(b) Plans
No VCP Fee Relief in Updated Rev. Proc.; Some Fees Increased
[Official Guidance] Text of IRS Rev. Proc. 2019-4: Revised Procedures for Determination Letters and Letter Rulings
[Guidance Overview] Puerto Rico Qualified Plans Must Adopt Hurricane Maria Tax Relief Provisions by December 31, 2018
IRS Releases 2018 Required Amendments List for Qualified Retirement Plans
2018 End of Year Plan Sponsor 'To Do' List: Qualified Retirement Plans
[Official Guidance] Text of IRS FAQs on 403(b) Pre-Approved Plan Program: Eligible Adopting Employers and Reliance on Letters
[Guidance Overview] IRS Issues Proposed Regs for Hardship Distributions
Year-End Considerations for Retirement Plans, Part 2
[Official Guidance] Text of IRS Form 4461: Application for Approval of Standardized or Nonstandardized Pre-Approved Defined Contribution Plans (PDF)
[Official Guidance] Text of IRS Form 4461-B: Application for Approval of Standardized or Nonstandardized Pre-Approved Plans (PDF)
Year-End Considerations for Retirement Plans, Part 1: Closing Out 2018
IRS Reminder: Pre-Approved Filing Deadline Rapidly Approaching
[Official Guidance] Text of IRS Notice 2018-91: 2018 Required Amendments List for Qualified Retirement Plans (PDF)
[Official Guidance] Text of IRS Form 8717-A: User Fee for Employee Plan Opinion Letter Request (PDF)
2019 Planning for ERISA Single-Employer Defined Contribution Plan Operations (PDF)
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)
 
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