Found 248 Matching Items; Displaying 1 - 10.
Information letters
Information Letters provide general statements of well-defined law without applying them to a specific set of facts..
Legal Guidance (Authoritative)
Tax Professionals
Determination opinion and advisory letter for retirement plans scope and benefit of a favorable determination opinion or advisory letter
Determination letters for retirement plans – Scope of a favorable determination, opinion or advisory letter and whether your plan needs a letter
General Information
Administrators
More about information letters
Additional information about the purpose and role of information letters.
Legal Guidance (Authoritative)
Tax Professionals
Determination, opinion and advisory letters
Is your retirement plan pre-approved by the IRS? Apply or check the status of a determination, opinion or advisory letter.
General Information
Administrators
Determination letter review process
Understand review procedures for retirement plan determination letter applications.
General Information
Administrators
Governmental plan determination letters
Governmental Plan Determination Letters
General Information
Administrators
Governmental plan determination letter FAQs
Frequently asked questions regarding governmental plan determination letters.
General Information
Administrators
Determination letters - Need a copy or a correction?
Request copies of an original or a correct determination letter in writing by mail or fax.
General Information
Administrators
Apply for a determination letter — Individually designed plans
Apply for a retirement plan determination letter for individually designed plans. Generally, an individually designed plan is a retirement plan that was drafted to meet the specific needs of a single employer or multi-employer group and has not been pre-approved by the IRS.
General Information
Administrators