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Compliance February 11, 2014
IRS Forum to Cover 2013 Cumulative List
The Internal Revenue Service (IRS) will host a phone forum next month about the 2013 Cumulative List.
Reported by PLANADVISER staff
The one-hour forum, “An Overview of the 2013 Cumulative List of Changes in Plan Qualification,” is scheduled for March 13 at 2 p.m. EST. The IRS asks that all questions be emailed in advance to ep.phoneforum@irs.gov. The deadline for questions is February 28.
During the call, the IRS Employee Plans (EP) Technical Guidance staff will discuss the list of changes plan sponsors and practitioners must make to a plan before submitting determination letter applications beginning February 1, as stipulated in Notice 2013-84. Cycle D filers (i.e., single employer individually designed defined contribution plans, single employer individually designed defined benefit plans and Internal Revenue Code Section 413 multiemployer plans) should use the cumulative list to determine if a plan has been updated for all current laws (see “IRS Issues 2013 Cumulative List”).
Click here to register. After registration, the IRS will send an email with detailed access instructions.