
Compliance
Compliance
Compliance
IRS to Permit Determination and Termination Letters for 403(b) Plans
Beginning in June 2023, the IRS will allow 403(b) plans to apply for determination and termination letters, similar to 401(a) plans.
IRS Determination Letter Program Remains Limited in Scope
ERISA attorneys detail the recent expansion of the IRS determination letter program, and what it means for plan sponsor clients.
IRS Expands Determination Letter Program
Hybrid plans and merged plans can now request a determination letter.