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hybrid plans

IRS Reopens Its Determination Letter Program to Cash Balance Plans and Merged Plans

May 29, 2019 by Anita Mitchell

The Bottom Line Under the IRS’ expanded determination letter program, plan sponsors of statutory hybrid plans (e.g., cash balance plans) may now submit an application for a favorable determination letter for a 12-month period beginning September 1, 2019. Additionally, all retirement plans that Continue Reading

Alert - May 29, 2019

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