Tag: determination letter program

The list contains many SECURE 2.0 provisions, but includes amendments stemming from other laws as well.

Beginning in June 2023, the IRS will allow 403(b) plans to apply for determination and termination letters, similar to 401(a)...

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

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