Beginning September 1, 2019, the IRS is expanding its retirement plan determination letter program to apply to certain individually designed statutory hybrid and merged plans. Employers sponsoring hybrid plans not previously reviewed by the IRS for required (or other) plan changes, and employers that have or will merge two or more of their plans together in connection with a corporate transaction, should consider taking advantage of this expanded determination letter program.
Right Around the Corner: Expanded IRS Determination Letter Program Opens in September
Posted In Employee Benefits, Retirement Plans
Brian TiemannBrian J. Tiemann counsels public and private companies on a broad range of employee benefit matters, including matters related to pension plans, 401(k) plans and executive and incentive compensation. He advises plan fiduciaries with respect to their fiduciary duties, investment policies and alternative investments. He also advises multinational clients on global employee benefits matters, particularly with respect to global incentive compensation plans. Brian has extensive experience negotiating investment management agreements and service provider agreements. Read Brian Tiemann's full bio.
Sarah L. EngleSarah Engle focuses her practice on employee benefits matters. She counsels clients regarding a variety of issues, including the design, drafting and operation of tax-qualified pension and profit sharing plans, health and welfare arrangements, and deferred compensation plans. Sarah has experience advising clients on employee benefits design, implementation and transition matters arising in connection with corporate mergers and acquisitions. Read Sarah Engle's full bio.
McDermott Will & EmeryRelated Posts
- Smarter and Not Harder: The New IRS Hardship Distribution Regulations
- DOL Issues New Proposed Rule for Electronic Disclosures of Retirement Plan Notices
- Still Tax, Even Without the Distributed Cash
- IRS Announces 2023 Employee Benefit Plan Limits
- Homework and Deadlines Matter: New IRS Pre-Audit Compliance Program for Retirement Plans
BLOG EDITORS
STAY CONNECTED
TOPICS
ARCHIVES
RECENT POSTS
- New 50-State Survey | ID Verification for Telemedicine Encounters
- Mental Health Parity, Quantitative Treatment Limitations, Employee Assistance Plans and the End of the COVID-19 Emergency
- A Win for Employers: Ninth Circuit Holds That California AB 51 Prohibiting Mandatory Arbitration Is Pre-empted by the Federal Arbitration Act
- New Jersey Healthcare Transactions Now Face Onerous Employment Requirements
- Telehealth and the End of the COVID-19 Emergency
