Tax Information for Retirement Plans
New Revenue Procedure Updates EPCRS Correction Programs
Revenue Procedure 2013-12 expands the corrections available to 403(b) plans and modifies submission procedures, among other changes.
2012 Cumulative List of Changes
Identifies changes in plan qualification requirements that the IRS will consider when reviewing determination letter applications for the period beginning February 1, 2013
Form 5500 Proposed Penalty Notices Eliminated
CP 213 Notices will be discontinued beginning January 1, 2013
Hurricane Sandy Relief
Streamlined rules for loans and hardship distributions
Newsletters
Latest edition of Retirement News for Employers
Cost-of-Living Adjustments (COLAs)
Limits on contributions and benefits
Help with Choosing a Retirement Plan
Navigator web guide to plans and other resources to help you compare
File a Retirement Plan Return
Forms 5500, 5500-SF, 5330, 5558 and 8955-SSA
Fix-It Guides
Find, fix, and avoid common mistakes in plans
Retirement Plans Phone Forums
Register for upcoming forums and review material from past forums
Published Guidance
Interest rates, revenue procedures, notices and more
Examinations and Enforcement
Audit guide, compliance check letters and other programs
Determination, Opinion and Advisory Letters
How to get determination, opinion or advisory letters
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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