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Tag Archives: Plan Documents
Target Benefit Plans: On the Edge of Extinction
One of the more interesting effects caused by the IRS’ elimination of the National Sponsor category in Rev. Proc. 2011-49 may be the projected elimination of pre-approved target benefit prototype and volume submitter plans. While some of you may be … Continue reading
ESOP/KSOP Determination Letter Backlog Here to Stay (for now)
I was fortunate to attend the IRS phone forum on ESOP determination letters last Friday. The webinar was very good. The IRS addressed a number of outstanding issues, and provided some handy tips. First, the IRS acknowledged that there is … Continue reading
Posted in Determination Letters, ESOP, IRS
Tagged ESOP, IRS, Plan Documents, Rev. Proc. 2011-49
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IRS Extends Plan Document Deadline to Jan. 31, 2012
The IRS released Rev. Proc. 2011-49 today (Oct. 5, 2011). Rev. Proc. 2011-49 is the update to Rev. Proc. 2005-16, and officially supersedes Rev. Proc. 2005-16. Rev. Proc. 2005-16 contained the specifics on applying for EGTRRA opinion/advisory letters during the … Continue reading
Posted in 401(k), Determination Letters, IRS, Restatements
Tagged Defined Contribution, IRS, Plan Documents, Rev. Proc. 2005-16, Rev. Proc. 2011-49
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Was George Orwell Right About Plan Documents
It’s that time again. Time to decide whose defined contribution plan documents you will be using during the next six year cycle. On the day my competitors are raising their prices and worrying about losing revenue because a small group … Continue reading
