Mary McCooe to Speak at The ESOP Association Event

March 3, 2019

Mary McCooe will be speaking at The ESOP Association New England Chapter 2019 Spring ESOP Conference on March 25, 2019 in Burlington, MA. To learn more or attend, please reach out or visit

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IRS Notice 2018-91: 2018 Required Amendments List for Qualified Retirement Plans

November 21, 2018

IRS Notice 2018-91 contains the Required Amendments List for 2018 (2018 RA List). Section 5 of Rev. Proc. 2016-37, 2016-29 I.R.B. 136, provides that, in the case of an individually designed plan, the remedial amendment period for a disqualifying provision arising as a result of a change in qualification requirements generally is extended to the end of the second calendar y... Read More