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

Senior Woman Uses A Laptop At Home

Meeting the Moment: Helping People Navigate Change at Open Enrollment

Discover practical open enrollment communication strategies that help employees understand options, make informed decisions and take action.
University Senior Professor In Library Looks At Laptop

Building a More Sustainable Higher Education Operating Model

See how colleges and universities can reduce complexity, align resources and build a more sustainable operating model.
Asian Father And Son Playing With Building Blocks At Home

Proposed Rules for Employer Contributions to Trump Accounts

Learn how proposed Trump Account rules could affect employer contributions, cafeteria plans and nondiscrimination testing.

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.