View Information Collection Request (ICR) Package

View ICR - Agency Submission

OMB Control No: 1545-1669	ICR Reference No: 202601-1545-017
Status: Received in OIRA	Previous ICR Reference No: 201612-1545-008
Agency/Subagency: TREAS/IRS	Agency Tracking No:
Title: Retirement Plans; Cash or Deferred Arrangements Under Section 401(k) and Matching Contributions or Employee Contributions Under Section 401(m) and Guidance Under Section 110 of the SECURE 2.0 Act
Type of Information Collection: Reinstatement with change of a previously approved collection	Common Form ICR: No
Type of Review Request: Regular	Date Submitted to OIRA: 04/01/2026

	Requested	Previously Approved
Expiration Date	36 Months From Approved
Responses	475,000	0
Time Burden (Hours)	221,125	0
Cost Burden (Dollars)	0	0

ICR Summary of Burden

	Total Request	Change Due to New Statute	Change Due to Potential Violation of the PRA
Annual Number of Responses	475,000	415,000	60,000
Annual Time Burden (Hours)	221,125	141,125	80,000
Annual Cost Burden (Dollars)	0	0	0

Burden increases because of Program Change due to Agency Discretion: No

Burden Increase Due to:

Burden decreases because of Program Change due to Agency Discretion: No

Burden Reduction Due to:

Short Statement: The IRS is increasing the number of respondents to 87,500 for TD 9169. This is increasing the burden hours by 124,250 due to Agency estimate. The Notice 2024-63 increases the number of employees who are eligible to receive matching contributions to include employees who make QSLPs. This is increasing the burden for the OMB submission by 96,875 hours due to a new statute. The Information Collection (IC) for Notice 98-52 is being removed to prevent duplication, as burden for this requirement is now under the final rule, TD 9169.

Annual Cost to Federal Government: $0

Does this IC contain surveys, censuses, or employ statistical methods? No

Does this ICR request any personally identifiable information (see OMB Circular No. A-130 for an explanation of this term)? Please consult with your agency's privacy program when making this determination. Yes

Does this ICR include a form that requires a Privacy Act Statement (see 5 U.S.C. §552a(e)(3))? Please consult with your agency's privacy program when making this determination. No

Is this ICR related to the Affordable Care Act [Pub. L. 111-148 & 111-152]? No

Is this ICR related to the Dodd-Frank Wall Street Reform and Consumer Protection Act, [Pub. L. 111-203]? No

Is this ICR related to the American Recovery and Reinvestment Act of 2009 (ARRA)? No

Is this ICR related to the Pandemic Response? No

Agency Contact: Isaac Stein 202 317-6320 isaac.h.stein@irscounsel.treas.gov

Something went wrong when downloading this file. If you have any questions, please send an email to risc@gsa.gov.