Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Compliance May 8, 2014
IRS to Discuss Related Employer Issues
The Internal Revenue Service (IRS) will hold a free phone forum this month about related employers.
Reported by PLANADVISER staff
The one-hour forum, “Related Employers,” will be held May 22 at 2 p.m. Eastern Time. It will cover issues affecting related employers such as controlled and affiliated service groups, how the IRS reviews and evaluates these groups, and how applicants can receive reliance on a determination letter.
Questions attendees would like addresses should be emailed to the IRS at ep.phoneforum@irs.gov by no later than May 15.
Registration for the event is here. After registering, the IRS will email you detailed access instructions.
More information, including materials from previous phone forums, can be found here.
You Might Also Like:
Required Amendments for Qualified Plans, 403(b)s Issued by IRS
Many retirement plans may need amendments to meet regulatory updates regarding required minimum distributions and SECURE and SECURE 2.0 provisions.
IRS, Treasury Explain How to Open ‘Trump Accounts’
These are the first official rules for a new kind of tax-advantaged savings account designed for minors born from 2025...
Maximum Benefit and Contribution Limits Table 2026
Maximum Benefit/Contribution Limits for 2021 through 2026, with a downloadable PDF of limits from 2016 to 2026.