Archived Insight | October 30, 2017

IRS Releases Guidance for Plans Undergoing IRS Plan Audits

On October 27, 2017, the Internal Revenue Service (IRS) publicly released guidance, previously provided to its Employee Plan auditors, establishing the criteria that the auditors should use to determine if a plan under audit has a qualification issue when required minimum distributions (RMDs) under Section 401(a)(9) of the Internal Revenue Code have not been timely paid to missing participants.

Questions about the topic?

We're here to help. Get in touch. 

Speak with Us

See more insights

Female Doctor Pushing Senior Woman On Wheelchair

ACA Dollar Amounts and Percentages

We added the 2026 employer shared responsibility penalty, the 2026 affordability percentage and the FPL safe harbor for plan years beginning 1/1/26.
Senior Hikers Enjoying Walk In Autumn Nature

Numbers Retirement Plan Sponsors Need to Know for 2026

Get the 2026 IRS, Social Security and PBGC limits — including handy comparison charts and action steps for retirement plan sponsors to stay compliant.
Caucasian Woman About To Use Lancet To Check Blood Sugar Level

GLP-1 Announcement May Affect Prices for Group Health Plans

A new federal agreement could reshape costs for Medicare, Medicaid and direct-to-consumer channels. See what health plan sponsors should watch for.

This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.