Plan Qualification Opinions

Cohen & Buckmann can now provide plan compliance opinions.  

  • The IRS will no longer issue regular determination letters for qualified 401k and pension plans, and this creates a problem for plan sponsors. 
  • Sponsors, plan auditors and buyers and sellers in acquisitions want assurances that the written terms of these plans satisfy the qualification rules. 
  • A qualification opinion can fill this gap and also let you know if there are any provisions in your plan that you should add or change.
  • Fees:  Most plans are eligible for a low fixed fee.