Request a Proposal

Determination Letter Program for Individually Designed Plans

Also in accordance with Revenue Procedure 2016-37 introduced on June 29, 2016, a plan sponsor of an individually designed plan can request a determination letter if the following conditions apply:

  • The plan has not received a letter in the past.
  • The plan is terminating.
  • IRS Exception (based on program capacity to work additional applications and need for rulings in certain areas).

www.irs.gov; June 29, 2016.