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IRS Reference Lists: Changes in Qualification Requirements for Retirement Plans
Internal Revenue Service [IRS]Link to more items from this source
[Official Guidance]
Jan. 21, 2015

"Reference lists are tools to help you ensure that your plan document incorporates all relevant mandatory and optional changes in plan qualification requirements.... Each reference list contains items that are new to the cumulative list for that year.... For an individually designed plan submitted on Form 5300, complete the five reference lists for the five years of your remedial amendment cycle (RAC). These are the years covered by the cumulative list applicable to your submission. For an employer adopting a volume submitter plan and submitting on Form 5307, complete the six reference lists for the six years in your RAC.... Although not mandatory, we encourage you to include completed reference lists with your determination letter application."

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