Tag: determination letter program

Compliance November 8th, 2022

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.

Compliance May 17th, 2019

ERISA attorneys detail the recent expansion of the IRS determination letter program, and what it means for plan sponsor clients.

Compliance May 2nd, 2019

Hybrid plans and merged plans can now request a determination letter.