New Opinion Letter Program, 2017 Cumulative List, revised procedures for multiemployer plans

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Employee Plans News July 19, 2017

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Thank you for subscribing to the Employee Plans News. In this edition:

 

New Opinion Letter Program and other changes to the IRS Pre-Approved Program for retirement plans. 

 

New Cumulative List of Changes in Plan Qualification Requirements for Pre-Approved Defined Contribution Plans (Notice 2017-37). 

 

Revised procedures for multiemployer defined benefit plans applying for suspension of benefits (Revenue Procedure 2017-43). 

 

Podcast - Guidelines for Substantiating Safe-Harbor Hardship Distributions from 401(k) and 403(b) Retirement Plans. 


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