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- Using a Section 115 Trust to Help Manage Pension Obligations 4k views | posted on September 13, 2017
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Tag Archives: individually designed plans
California Public Agency 401(a) Sponsors Should Amend Their Plans for PEPRA and May Want to Submit for a New IRS Determination Letter
By Jeff Chang Ongoing changes in the way the IRS reviews and “approves” qualified retirement plan documents and the need for California public agencies to comply with the Public Employees’ Pension Reform Act (PEPRA) are forcing these agencies to reevaluate … Continue reading
Posted in 401(a), PEPRA, Plan Qualification
Tagged determination letter, governmental plans, individually designed plans, opinion letter, pre-approved governmental retirement plan, pre-approved retirement plan
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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
Posted in Pension
Tagged california governmental, california retirement, employer's governmental status, governmental retirement plan, individually designed plans, IRS audit, IRS qualified, pre-approved governmental retirement plan, pre-approved retirement plan
Comments Off on Chapter 19: Get the IRS’ Blessing for Your 401(a) Plan – Before It’s Too Late