Form 14035 - Pilot Questionnaire For Governmental Plans Initiative Page 4
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24Pilot Questionnaire for Governmental Plans Initiative
The planned next steps include:
1. This pilot questionnaire is being sent to a group of 25 governmental plans selected at random. The
purpose of the pilot is to test whether the questions are clear, understandable, and capable of being
answered without undue burden. In connection with the mailing, the IRS is posting the pilot
questionnaire on its website and soliciting comment from other plans, governmental employers,
practitioners, and the general public.
2. Early 2009: Issue an Advanced Notice of Proposed Rulemaking regarding the definition of
governmental plan, accompanied by a series of town hall meetings to consider the proposed guidance.
IRS has announced a one-time modification to the staggered remedial amendment program that would
allow governmental plans to choose to file by the end of Cycle C (January 31, 2009) or by the end of
Cycle E (January 31, 2011).
3. Spring 2009: Compile information from the pilot’s responses to consider modifying the questionnaire to
address appropriate clarity, content and burden concerns that might be raised by the pilot respondents
or by public comments.
4. Mid 2009: Mail out the final questionnaire, allowing responders a 90-day response period.
5. Late 2009: Compile and analyze the questionnaire’s responses and issue a public report on the study
that may be used to develop future compliance tools, guidance and education efforts.
6. Ongoing and indefinitely: Work with governmental plan sponsors, administrators, and practitioners to
improve the plan determination letter process, provide clear guidance in appropriate areas, and
enhance self-correction and voluntary compliance procedures and opportunities for governmental
plans.
The questions to be answered by your Plan begin on the following page. A response to a question may be
supplemented by attaching a copy of specific information relevant to the particular question contained in a
statute, regulation, policy, resolution, collective bargaining agreement, other pertinent documentation, or by link
to a specific page on a website that contains the supplemental information.
Plan v. System. If the questionnaire is received by a single or multi-employer plan, it is to be completed
based on the data and plan provisions applicable to that particular plan. Some questionnaires may be
received by retirement plan systems that include multiple employers with varying plans or varying plan
provisions. In this case, the questionnaire is to be completed based on the data and plan provisions that apply
to the employer with the largest number of participants within the retirement system.
Numerous questions throughout the questionnaire refer to “Plan” within the question. If it is not possible to
answer the question for the “Plan,” please leave the response blank and indicate in question 62 that you were
unable to respond. A limited number of questions ask for a response based on either Plan or System
information; please answer those questions accordingly. While, except as otherwise indicated, the
questionnaire should not be completed on the basis of system-wide data, individual plans should feel free to
seek assistance of their system in completing the questionnaire. Any questions that arise relating to receipt of
the questionnaire by a retirement plan system should be addressed to the IRS representative listed in the
cover letter.
14035
Form
(Rev. 02-2009)
Catalog Number 52098A
Page 4
Department of the Treasury - Internal Revenue Service
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