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Apply for a retirement plan determination letter for individually designed plans. Generally, an individually designed plan is a retirement plan that was drafted to meet the specific needs of a single employer or multi-employer group and has not been pre-approved by the IRS.

Understand review procedures for retirement plan determination letter applications.

Insights into how to file a determination application, where to file an application, and what happens after an application is filed.

EP Determination Application Processing Changes - Effective Dates by Form Type

Insights into the requirements of adopting employers of multiple employer plans.

One of the steps to take before terminating your retirement plan is to make sure your plan document includes all law changes your plan was required to follow as of the plan¡¯s termination date. These

IR-2022-196, November 7, 2022 ¡ª The Treasury Department and Internal Revenue Service today announced the expansion of one of their programs for approving retirement plans.

Frequently asked questions and answers about enrolled retirement plan agents.

Additional resources related to retirement plan document amendments and determination letter requests.

Adopting Employer