Applying for an IRS Determination Letter for Individually Designed Plans | Practical Law

Applying for an IRS Determination Letter for Individually Designed Plans | Practical Law

A Practice Note providing a basic overview of an Internal Revenue Service (IRS) determination letter and the determination letter application process related to individually designed pension, 401(k), 403(b), profit-sharing, stock bonus, and employee stock ownership plans under the Internal Revenue Code (Code).

Applying for an IRS Determination Letter for Individually Designed Plans

Practical Law Practice Note 9-501-4610 (Approx. 15 pages)

Applying for an IRS Determination Letter for Individually Designed Plans

by Charlene M. Kelly, The Coca-Cola Company, and Sherry Klenk, DLA Piper, with Practical Law Employee Benefits & Executive Compensation
Maintained • USA (National/Federal)
A Practice Note providing a basic overview of an Internal Revenue Service (IRS) determination letter and the determination letter application process related to individually designed pension, 401(k), 403(b), profit-sharing, stock bonus, and employee stock ownership plans under the Internal Revenue Code (Code).