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Expanded Opportunities: IRS Releases New Determination Letter Program for Individually Designed 403(B) Plans | Morgan Lewis

The US Internal Revenue Service (IRS) recently issued Revenue Procedure 2022-40 to expand the IRS’s determination letter program to include individually designed 403(b) plans.. ....

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New 403(b) Plan Determination Letter Program | Groom Law Group, Chartered

Continuing a recent trend to more closely align 403(b) plans with tax-qualified 401(k) plans, the Internal Revenue Service (“IRS”) recently issued Revenue Procedure 2022-40 (November 7,. ....

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New IRS Determination Letter Program for 403(b) and 401(a) Plans | Verrill

On November 7, 2022, the IRS issued Revenue Procedure 2022-40, which allows certain tax-exempt employers (such as schools, charities, and churches) to apply for IRS determination. ....

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IRS Extends Determination Letter Program to 403(b) Plans | Kilpatrick Townsend & Stockton LLP

The IRS has issued guidance that for the first time permits companies to apply for determination letters for individually-designed 403(b) Plans. Under the new guidance, determination. ....

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Benefits Monthly Minute - Employee Benefits & Compensation

In the August Monthly Minute, we explore the IRS' recent announcement delaying the deadline to amend retirement plans for SECURE Act and CARES Act changes. ....

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