IRS releases Reference Lists to Aid In Determination Letter Filings

Currently, employers in Cycle E are encouraged but not yet required to complete and file the Reference List but the IRS is considering making the submission mandatory as part of the determination letter application process.

Document Excerpt

Reference lists are tools to help you ensure that your plan document incorporates all relevant mandatory and optional changes in plan qualification requirements

Link

http://www.irs.gov/Retirement-Plans/Reference-Lists-of-Changes-in-Qualification-Requirements-for-Retirement-Plans

 

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