IRS Extends Relief for Participant Signatures

Tucker Arensberg, P.C.
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Tucker Arensberg, P.C.

Certain elections made by participants and spouses under retirement plans must be signed “in the physical presence of a plan representative or a notary public.”  The IRS provided relief from this physical presence requirement through June 30, 2021 when it issued Notice 2021-3.  The relief allows for live audio-video technology to satisfy this physical presence requirement.  The IRS just extended this relief through June 30, 2022 per Notice 2021-40.

 

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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