Plan Qualification Filing

The Division of Retirement and Benefits has filed a letter of determination from the IRS regarding the initial qualification of TRS Tier III and PERS Tier IV.  We were also required to notify affected parties, so the Division sent notices to all non-vested active members in PERS and TRS on January 17, 2006. The notice was sent to this group because if the employer decides to participate, the member may choose to convert to the new Tier.

Members having questions about this notice should be directed to page 2 of the notice where it states that all comments should be submitted in writing to the U.S. Department of Labor. The address is provided on page 2.

Federal Tax Law Status Letter (5/27/06) [PDF 38K]