This article describes changes made between 2016 and 2017 to the rules regarding the operation and qualification of retirement plans in Puerto Rico. The three main changes were: (1) new procedures the P.R. Department of the Treasury (Hacienda) adopted on December 15, 2016, for requesting favorable determination letters; (2) changes P.R. Act No. 9 of February 8, 2017 (Act No. 9-2017) made to the local retirement plan rules; and (3) issuance of an updated version of Hacienda Form 480.7C (i.e., the local version of IRS Form 1099-R).