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Prior Posts
- Have You Been Told Lately That You Owe ESRP?
- Lessons From the Private Sector: Takeaways From Recent ERISA Plan Fiduciary and Fee Litigation
- Recognizing That All “Rates of Return” Are Not the Same
- If You Don’t Have a Section 218 Agreement, Watch Out for the Social Security “Gotcha”
- “Encouraging” the Repayment of Student Loan Debt
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Category Archives: individually designed plan
Chapter 19: Get the IRS’ Blessing for Your 401(a) Plan – Before It’s Too Late
By: Jeff Chang 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 … Continue reading
Tagged california governmental retirement, california retirement, governmental retirement plan, individually designed plans, IRS qualified
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