Requesting Original or Corrected Determination Letters from the IRS

As a plan fiduciary, there is a very important letter that should be on file with your plan documents.  This letter is known as the determination letter.  The determination letter is a letter the IRS sends to you letting you know the tax status of your 401k plan.  This letter lets you as the plan …

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Determination, Opinion, or Advisory Letters for Retirement Plans

The IRS issues favorable letters for various types of plans that meet the requirements of the Code.  The type of letter a Plan needs to obtain depends on the structure of the Plan.  You may have retirement plans that have been individually designed plans which are drafted to meet particular needs of the employer or …

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