For more stories like this, sign up for the PLANSPONSOR NEWSDash daily newsletter.
Compliance January 10, 2013
IRS to Hold Forum About 2012 Cumulative List
January 10, 2013 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) will hold a free phone forum regarding the 2012 Cumulative List of Plan Qualification Changes.
Reported by
PLANSPONSOR staff
The event is primarily of interest to single employer individually designed defined benefit (DB) and defined contribution (DC) plans in Cycle C, and Internal Revenue Code (IRC) Section 414(d) governmental plans that file during Cycle C. It will be held February 28 at 2 p.m. Eastern time.
Donald Kieffer, IRS Employee Plans senior tax law specialist, will discuss the list of plan changes to be used by plan sponsors and practitioners submitting determination letter applications during the period beginning February 1 (see “IRS Issues 2012 Cumulative List”).
Requests for specific matters to address may be e-mailed the IRS at ep.phoneforum@irs.gov by February 21.
You Might Also Like:
IRS Proposes Simpler Process for Retirement Rollovers
New guidance would encourage electronic transfers and standardized forms for moving retirement savings between plans.
IRS Proposes Rules for Employer Contributions to Trump Accounts
Treasury plan would allow up to $2,500 in tax-free employer contributions while setting nondiscrimination, reporting and salary-reduction requirements for workplace...
IRS to Issue Opinion Letters for DC Qualified Pre-Approved Plans
The agency also announced a deadline by which employers intending to maintain a Cycle 4 plan must adopt that plan.
