Webinar: 5 Years After IRS Cutback on Determination Letters – What Are the Options, Deadlines and Benefits? (June 16, 2020)

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The retirement plan community got a shock 5 years ago when IRS dramatically cut back the 60-year-old program of providing employers with the comfort of a Determination Letter on the tax-qualification of their plans.  Last year, IRS re-opened the program on a limited, but significant, basis for plans that have experienced a recent plan merger and for cash balance and other hybrid pension plans.  In this webinar we will discuss the important opportunities for employers and looming and ongoing submission deadline requirements to take advantage of the expanded program.