A determination letter confirms whether an employee benefit plan is qualified for special tax consideration. A request for a determination letter is voluntary, the IRS says, but it warns that ...

How to obtain a letter of determination In most cases, the sponsor of an individually designed plan (that is, one that doesn't follow one of the pre-approved IRS templates) will use IRS Form 5300 ...

IRS letter of determination confirms a retirement plan meets ERISA standards, allowing tax benefits. Employers using pre-approved plans generally don't need a determination letter unless major ...

If you have questions about your letter or disagree with the initial decision, call the disaster assistance helpline at 800-621-3362 to find out what information FEMA needs.

The Internal Revenue Service (IRS) announced in July 2015 its intent to eliminate the staggered five-year determination letter remedial amendment cycles for individually designed retirement plans. The ...

The IRS has had a determination letter process for qualified plans under Code section 401 (a), like 401 (k) and other defined contribution plans, for many years. A favorable IRS determination ...

On October 21 st, the IRS announced changes to its qualified plan determination letter program. Most notably, the program has been expanded to include section 403(b) tax-sheltered annuity plans ...

Although, as of that date, the IRS will no longer accept determination letter applications based on the five-year remedial amendment cycles, sponsors of Cycle A plans will continue to be permitted to ...