Category Archives: Employer’s Government Status

Chapter 19: Get the IRS’ Blessing for Your 401(a) Plan – Before It’s Too Late

The IRS has just announced major changes to its program for reviewing and approving the qualified status of certain retirement plan documents (see, Announcement 2015-19).  Essentially, the Service is doing away with its program for issuing determination letters as to … Continue reading

Tagged , , , , | Comments Off on Chapter 19: Get the IRS’ Blessing for Your 401(a) Plan – Before It’s Too Late

Chapter 3: The Trouble With Being “Governmental” – Falling On The Wrong Side Of This Definition Could Hurt

Last fall, the IRS announced that it would begin the process of issuing regulations to clarify what is a “governmental plan” under Internal Revenue Code section 414(d) and asked interested parties to comment on the general approach it was taking … Continue reading

Tagged , | Comments Off on Chapter 3: The Trouble With Being “Governmental” – Falling On The Wrong Side Of This Definition Could Hurt