Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
Bates & Company, Inc.
|
Loan & Distribution Specialist AimPoint Pension
|
Regional Vice President of Sales The Retirement Plan Company
|
Compass
|
AimPoint Pension
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
IRS Guidance and Special Options for EGTRRA Determination Letter Cycle D Plans (PDF)
Prudential Retirement [Guidance Overview] Feb. 2, 2009
2 pages. Excerpt: Each year, the IRS publishes a 'Cumulative List of Changes in Plan Qualification Requirements' that must be reflected in the individually-designed plan documents submitted for determination letters in the filing cycle beginning on the next February 1. The 2008 Cumulative List applies to plans submitted in Filing Cycle D. Single employer plans sponsored by employers with employer identification numbers (EINs) ending in 4 or 9 and multiemployer plans must file requests for Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) determination letters in Cycle D. The Cycle D submission period opens on February 1, 2009, and will close on January 31, 2010. In addition to listing the provisions that must be reflected in Cycle D plan documents, the 2008 Cumulative List provides some special options for Cycle D plans.
|
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |