Tax Information for Retirement Plans
Determination Letters for Governmental Plans
Favorable letters don’t address pick-ups or excess benefit plans
Employee Stock Ownership Plans – New Anti-Cutback Relief
Notice 2013-17 offers relief for plan amendments to meet new diversification requirements
Pre-Approved Defined Benefit Plans - Revised Forms
Forms and sample plan language for use with second-cycle applications
403(b) Pre-Approved Plan Program Established
New application procedures for prototype and volume submitter 403(b) plans
Final Report for 401(k) Questionnaire
Summary of responses received from a random sample of plan sponsors
Latest Newsletter
Read the most recent edition of the Retirement News for Employers
Retirement Plans Phone Forums
Register for upcoming forums and review material from past forums
Help with Choosing a Retirement Plan
Resources to help you compare retirement plan options
File a Retirement Plan Return
Forms 5500, 5500-SF, 5330, 5558 and 8955-SSA
Determination, Opinion and Advisory Letters
How to get determination, opinion or advisory letters
Fix-It Guides
Find, fix, and avoid common mistakes in plans
Cost-of-Living Adjustments (COLAs)
Limits on contributions and benefits
Examinations and Enforcement
Audit guide, compliance check letters and other programs
Advisory Committee Reports
Recommendations for Employee Plans
Contact Employee Plans - Get Educational Services
Get help with your account, answers to questions or educational services
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