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Determination Letters for Pension and Retirement Plans Research & Guidance

Bloomberg BNA Tax & Accounting's unparalleled analysis of determination letters gives you a more in-depth understanding of existing and forthcoming policies and developments. Practitioners will find in-depth interpretations along with practical approaches based on real-world scenarios. Our products offer comprehensive coverage of every major federal tax aspect of determination letters for pension and retirement plans, including private letter rulings (PLRs), remedial amendment period; Forms 5300, 5307, 5309, and 5310; IRS Employee Plans (EP) Technical; and more. Also included are practice tools, client letters, source documents, and sample forms to fully equip you to deal with any transaction.

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The Compensation Planning Journal keeps you abreast of such wide-ranging compensation planning issues as qualified plan ...
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This Portfolio focuses on the procedures for applying to the IRS for a letter determining that a pension plan is qualifi ...
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The BNA Tax and Accounting Center is the only planning resource to offer expert analysis and practice tools from the wor ...