Tag: determination letter program

Compliance

December 22nd, 2023

IRS 2023 Changes List for Pre-Approved Plans Is Out

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

Compliance

November 8th, 2022

IRS to Permit Determination and Termination Letters for 403(b) Plans

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

Compliance

May 17th, 2019

IRS Determination Letter Program Remains Limited in Scope

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

Compliance

May 2nd, 2019

IRS Expands Determination Letter Program

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

Events Spotlight

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Retirement Experts: A Better Way To Crack the Retirement Income Nut.

Guaranteed income sources can help retirees maximize Social Security benefits.

Sponsored by TIAA

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife