The Treasury Department is fielding feedback on a change to how multiemployer defined benefit plans submit their annual certification after the process went fully digital this year for the first time.
The IRS change to the process for Form 15315 generated “a lot of phone calls to me about what was happening,” Scott Steadman, an attorney at the Treasury’s Office of Tax Policy, said Friday at the American Bar Association Section of Taxation 2026 May Tax Meeting. The plan’s actuary submits the form to certify whether the plan is or will be in endangered or critical status.
The shift to ...