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Retirement Plans Community
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Topics for Retirement Plans |
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Newsletters Newsletters issued periodically during the year with retirement plan information from the office of Employee Plans (an operating unit of the Tax Exempt and Government Entities (TE/GE) Division).
Published Guidance Regulations, revenue rulings, revenue procedures, notices, announcements and other guidance relating to retirement plans.
EP Forms & Publications Find the forms, instructions, publications and other related information useful for retirement plans in one convenient place.
Correction The Employee Plans Compliance Resolution System (EPCRS) is a comprehensive system of correction programs established by the Service that enable sponsors or retirement plans that have experienced compliance violations to preserve the tax benefits of their plans.
Educational Services & Products Information regarding speaking engagements, tax forums and other educational services. Also, educational products developed specifically for the retirement plan community.
EP Customer Account Services Contact us for answers to technical and procedural retirement plan questions.
About Employee Plans An overview of the office of Employee Plans (EP) under the Tax Exempt & Government Entities (TE/GE) operating division of the Internal Revenue Service, including historical insight into the retirement system and statistical information on retirement plans from IRS, DOL and PBGC sources.
Benefits Conferences These conferences are co-sponsored by the IRS (Employee Plans) and offer customer education on various retirement plan topics.
Check-Up for Your SIMPLE IRA, SEP or Similar Plan Three-step approach designed to help business owners properly operate their IRA-based retirement plans.
Contacting Missing Participants or Beneficiaries The Service's Letter-Forwarding Program can assist you in contacting missing participants or beneficiaries.
Determinations The Employee Plans Determination Letter Program provides a means for plan sponsors to submit their retirement plans to the Service for review (in terms of form). If the plan meets the qualification requirements under IRC section 401(a), a favorable determination letter is issued to the plan sponsor.
Disaster Relief Information The Service has provided a variety of disaster relief measures for retirement plan sponsors.
EP Abusive Tax Transactions The IRS is engaged in extensive efforts to curb abusive tax shelter schemes and transactions. A listing of those transactions which require disclosure and other resources have been provided.
EP CPE Texts A series of articles published by the Service as the Employee Plans Continuing Professional Education Technical Instruction Program.
EP FAQs General information about subjects of interest relating to retirement plans.
EP Tool Kit Forms, publications, guidelines and other tools useful in establishing and maintaining retirement plans.
EP Work Plan Operating priorities and program guidance for implementing the Employee Plans portion of the TE/GE Strategic and Program Plan for fiscal year 2005.
Examinations The Employee Plans Examination Program is responsible for ensuring compliance relating to qualification, reporting/disclosure, and excise and income tax matters relevant to qualified retirement plans.
Reports of the ACT Reports of recommendations of the Advisory Committee on Tax Exempt and Government Entities (ACT) on issues concerning employee retirement plans, charities and other tax-exempt organizations, tax-exempt bond issuers, and federal, state, local and Indian tribal government bodies.
Retirement Plan Life Cycle A basic overview of the life cycle of a retirement plan, presenting previously-released materials grouped by applicable life cycle stage.
Retirement Plans for Small Businesses Information for starting and maintaining a small business retirement savings plan.
Types of Retirement Plans Resources related to a variety of retirement plans. Additional items under development.
Main Index of Tax Topic Categories An online version of our voice-response system. This area contains helpful tips and pointers to relevant resources for taxpayers.
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