Tag Archives: Determination letter

2013 Year-End Qualified Retirement Plan Checklist

It’s time to ensure year-end qualified plan deadlines are satisfied. Below is a checklist designed to help employers with this process, including information regarding the U.S. Supreme Court’s recent decision in U.S. v. Windsor regarding the Defense of Marriage Act […]

Posted in Qualified Plans, Tax-qualified Retirement Plans | Tagged , , , | Leave a comment

Determination Letters and Proposed Amendments – Don’t Wait!

If you submitted your retirement plan for a determination letter review, hopefully you got your determination letter back in quick order and it was perfect. However, everyone makes mistakes, even (sometimes) the IRS. It pays to double-check to make sure […]

Posted in Tax-qualified Retirement Plans | Tagged , , , , , , , , | Leave a comment

If It Isn’t Written Down, It Didn’t Happen

  We’ve all heard the old adage, advising us to record our thoughts and actions, lest they become lost to obscurity. In EP Quality Assurance Bulletin 2012-1, released November 2, the IRS reminds us of the importance of documentation with […]

Posted in Plan Administration and Compliance, Tax-qualified Retirement Plans | Tagged , , , | Leave a comment