Determination, Opinion and Advisory Letters
What is a favorable determination letter?
Scope and benefit of a letter and whether your retirement plan needs a letter
Update a plan
Plan language resources (Cumulative Lists, LRMs, Alert Guidelines, etc.)
Apply for a Letter
- determination letters for individually designed plans
- opinion or advisory letters for pre-approved plans
Check the status of your letter
How to check on the status of a determination, opinion or advisory letter application
Find a pre-approved plan
Lists of IRS-approved plans for PPA, EGTRRA, and GUST
Additional Resources
- Publication 794, Favorable Determination Letter
- Frequently Asked Questions (FAQs) on determination, opinion or advisory letter issues
- Additional Resources for Determination, Opinion and Advisory Letters
Page Last Reviewed or Updated: 24-Apr-2013
