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We conduct audits of retirement plan operations to ensure compliance with the Internal Revenue Code, including the protection of the interests and rights of participants.

IR-2022-182, October 18, 2022 ¡ª The Internal Revenue Service today announced the tax year 2023 annual inflation adjustments for more than 60 tax provisions, including the tax rate schedules and other tax changes. Revenue Procedure 2022-38 provides details about these annual adjustments.

Contact us for answers to technical and procedural retirement plan questions.

Many EP forms do not require a preparer tax identification number.

New mailing address for EP submissions for determination letters, letter rulings and IRA opinion letters.

Follow these tips to avoid processing delays with your determination letter application.

Reference lists help you ensure that your plan document incorporates all relevant changes in plan qualification requirements and records the plan document sections amended and dates the amendments were made.

Revenue Procedure 2019-20 (PDF) opened the determination letter program for amended individually designed statutory hybrid plans to submit determination letter applications during the 12-month period ending on August 31, 2020.

Where is my letter?

Terminating a Retirement Plan