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Retirement Plan › Benefit Plan Sponsors › Required Amendments (RAs)

Snell & Wilmer

2022 End of Year Plan Sponsor “To Do” List (Part 3) Qualified Retirement Plans

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As 2022 comes to an end, we are pleased to present our traditional End of Year Plan Sponsor “To Do” Lists. This year, we present our “To Do” Lists in four separate SW Benefits Updates. Part 1 covered health and welfare plan...more

Snell & Wilmer

2020 End of Year Plan Sponsor “To Do” List (Part 4) - Qualified Retirement Plans

Snell & Wilmer on

As 2020 comes to an end, we are pleased to present our traditional End of Year Plan Sponsor “To Do” Lists. This year, we present our “To Do” Lists in four separate SW Benefits Updates. Part 1 covered health and welfare plan...more

Snell & Wilmer

IRS Publishes 2019 Required Amendments List

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In our 2019 End of Year Plan Sponsor “To Do” List (Part 3) Qualified Plans, we suggested that sponsors of all qualified retirement plans should be on the lookout for the Internal Revenue Service’s (“IRS”) 2019 Required...more

Snell & Wilmer

IRS Issues Final Regulations for Hardship Distributions

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We previously reported on the Bipartisan Budget Act (the “Budget Act”) hardship distribution rule changes for qualified retirement plans. On September 23, 2019, the IRS issued final regulations implementing certain statutory...more

Verrill

Final Regulations on 401(k) Hardship Withdrawals

Verrill on

In September, the Treasury Department issued final regulations governing hardship withdrawals from 401(k) plans. The final regulations update the existing 2004 regulations to reflect recent statutory changes made to the...more

Snell & Wilmer

2018 End of Year Plan Sponsor "To Do" List (Part 3) - Qualified Retirement Plans

Snell & Wilmer on

As 2018 comes to an end, we are pleased to present you with our traditional End of Year Plan Sponsor “To Do” Lists. This year, we are publishing our “To Do” Lists in four separate Employee Benefits Updates. Part 1 covered...more

Bradley Arant Boult Cummings LLP

Update of the IRS Favorable Determination Letter Program: No Action Required by the 2018 Required Amendments List - Employee...

Bradley Arant Boult Cummings LLP on

As more fully described in our earlier newsletter, in Revenue Procedure 2016-37 the Internal Revenue System (IRS) made significant changes in the procedures governing the issuance of favorable determination letters to the...more

Snell & Wilmer

IRS Publishes 2017 Required Amendments List

Snell & Wilmer on

In our 2017 End of Year Plan Sponsor “To Do” List (Part 4) Qualified Plans, we suggested that sponsors of all qualified retirement plans should be on the lookout for the Internal Revenue Service’s (“IRS”) 2017 Required...more

Snell & Wilmer

IRS Issues First Required Amendments List for Qualified Plans

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In a previous blog, we discussed the IRS’ elimination of its five year staggered determination letter cycle for individually designed plans. The IRS recently provided guidance to help sponsors of individually designed plans...more

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