Tag Archives: Determination letter

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 [...]

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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 [...]

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