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Employee Benefit Plans Conference 2018

EBP1863 - No Determination Letter? How about a Legal Opinion?

May 17, 2018 9:45am ‐ May 17, 2018 11:00am

Standard: $49.00


Since the announcement by the Internal Revenue Service that they would no longer issue individual Determination Letters for plans that do not use a prototype, there has been much concern and confusion. The latest option is a legal opinion - come hear the pros and cons!


- Identify the value of the Determination Letter and the value of alternatives that are available to plan sponsors

- Learn about Reliance for Determination Letters -Select most appropriate option, out of other options, for your plan or client's plan


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