|
IRS Meeting for Pre-approved Plan Providers and Mass Submitters
Cycle 4 Defined Benefit (DB) Qualified Pre-approved Plan Submissions
The IRS is hosting a virtual meeting with pre-approved plan providers and mass submitters to discuss technical and procedural requirements for the upcoming Cycle 4 DB qualified pre-approved plan submission period.
When
Wednesday, July 29, 2026
Noon–1:30 p.m. ET
Who should attend
This meeting is intended for those providers and mass submitters who draft pre-approved plans and plan to apply for a Cycle 4 opinion letter under Revenue Procedure 2023-37. We anticipate this meeting will be mutually beneficial for the providers, mass submitters, and the IRS.
Register
Please send an email to Cameron.R.Kalchert@irs.gov by July 27, 2026, if you’re interested in attending and we’ll provide you with instructions for joining the meeting.
Additional Information
Notice 2026-34. This notice sets forth the 2026 Cumulative List of Changes in Plan Qualification Requirements for Defined Benefit Qualified Pre-approved Plans (2026 Cumulative List).
Publication 6165 Defined Benefit Listing of Required Modifications and Information Package (LRM). Providers applying for IRS opinion letters for Cycle 4 defined benefit plans may use the updated and new sample plan provisions to draft or amend their plans.
Back to Top
Find answers to many of your retirement plan or IRA questions at IRS.gov/Retirement.
If you need help with an account-specific question, basic information about retirement plan forms or the status of pending applications, call our Customer Account Services at 877-829-5500.
For the latest retirement plan news, connect via IRS Social Media and subscribe to this and other IRS newsletters.
RECEIVE TEXT MESSAGES FROM THE IRS!
Did you know you can now receive IRS bulletins directly on your mobile phone?
Stay informed wherever you are with convenient text message updates. Some IRS topics like IRS Newswire and QuickAlerts are available for text subscription, giving you faster access to important information through a new, easy-to-use communication channel.
Additional topics will be added throughout the year, expanding the information you can receive by text.
Opt-in today to start receiving IRS text message bulletins and stay connected on the go.
This message was distributed automatically from the mailing list Employee Plans News. Please do not reply to this message.
|
