IRS Meeting for Pre-approved Plan Providers and Mass Submitters; IRS Updates and Combines Procedures for Pre-Approved Plans
Internal Revenue Service (IRS) sent this bulletin at 12/14/2023 12:04 PM EST
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IRS Meeting for Pre-approved Plan Providers and Mass Submitters The IRS is hosting a virtual meeting with pre-approved plan providers and mass submitters to discuss technical and procedural requirements for the upcoming 4th cycle 401(a) defined contribution pre-approved plan submission period. When: Wednesday, January 17, 2024 12:00pm – 1:30pm Eastern Time Who should attend: This meeting is intended for those providers and mass submitters who draft pre-approved plans and plan to apply for a 4th cycle opinion letter under Revenue Procedure 2023-37. We anticipate this meeting will be mutually beneficial for the providers, mass submitters, and the IRS. How to register: Please send an email to Cameron.R.Kalchert@irs.gov by January 8, 2024, if you’re interested in attending and we’ll provide you with instructions for joining the meeting. IRS Updates and Combines Procedures for Pre-Approved Plans The IRS released Revenue Procedure 2023-37, which consolidates prior procedures into this revenue procedure to conform, clarify and update the rules. Rev. Proc. 2023-37 describes the cycle system, plan provider application procedures, and the determination application rules for adopting employers. Find answers to many of your retirement plan or IRA questions at IRS.gov/Retirement. 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. For the latest retirement plan news, connect via IRS Social Media and subscribe to this and other IRS newsletters. This message was distributed automatically from the mailing list Employee Plans News. Please do not reply to this message. |
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