Blog Post
July 14, 2020
Summer To-Do List: Determination Letter Filing for Cash Balance Plans and Pension Equity Plans
Spotlight on Benefits Blog
The IRS deadline to file for a determination letter for an individually designed statutory hybrid plan is August 31, 2020. Statutory hybrid plans include cash balance plans, pension equity plans and certain other variable annuity plans. This deadline has not been extended under any recent IRS pandemic-related guidance.
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