Live Retirement Plans webinar, Thursday; PEP amendments in pre-approved plans
Internal Revenue Service (IRS) sent this bulletin at 01/20/2021 04:36 PM EST
 |
|||
|
|||
Useful LinksDetermination, Opinion and Advisory Letters Examinations and Compliance Checks Contact UsE-Mail Your Retirement Plan Comments Other IRS Resources |
IRS Webinar: Retirement Plans for Small Employers and Self-Employed Watch this live IRS webinar designed to provide an overview of the key features of retirement plans for small employers and self-employed. An employer that adopts the right plan may keep it longer, make fewer mistakes and help their employees save for a more secure retirement. When: Thursday, January 21, 2021 1:00 PM Eastern Time Register: Select this link to register for this 30-minute event. Submit Questions: We invite you to submit questions you would like covered as part of this presentation. We won’t have a Q&A session at this webinar, but we may be able to incorporate your question into the presentation. Submit your questions to TEGE.Outreach@IRS.gov. Please include Retirement Plans Webinar in the subject line. Continuing education (CE) credits will not be offered for this program. Pooled Employer Plan Amendments in Pre-Approved Plans The IRS issued opinion letters for third cycle pre-approved defined contribution (DC) plans on June 30, 2020. These opinion letters provided plan sponsors with reliance for the qualification changes in the 2017 Cumulative List. Plan providers have asked about amending their DC plans for Pooled Employer Plans (PEP), a new type of multiple employer plan provided by the SECURE Act. The IRS is creating language for plan providers to use to amend their current pre-approved plans to add a PEP feature. Providers may create their own PEP amendment, but they will not have reliance on those provisions. Please note that an amendment to add a PEP provision to a current pre-approved DC plan is not considered a modification for purposes of applying for a determination letter on a Form 5307, because it involves a law change after the 2017 CL. If you have any questions or concerns, please email Angelo Noe, angelo.c.noe@irs.gov or Milo Atlas, milo.s.atlas@irs.gov. Find answers to many retirement plan questions on IRS.gov at Retirement Plans and Retirement Plan Forms and Publications. If you need help with an account-specific question, basic information about retirement plan forms or the status of pending applications, call our Customer Account Services at 877-829-5500. If you know someone who might want to subscribe to this mailing list, please forward this message to them so they can subscribe. This message was distributed automatically from the mailing list Employee Plans News. Please do not reply to this message. |
||
%MCEPASTEBIN%%MCEPASTEBIN%