IRC 401(k) Plans - Additional Resources
Publications - IRS:
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Publication 3998
Choosing a Retirement Solution for Your Small Business - An Overview of retirement plans available to small businesses.
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Publication 4118
Lots of Benefits - A discussion of the stages involved in the Retirement Plan Life Cycle.
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Publication 4224
Retirement Plan Correction Programs - A brief description of the IRS, DOL and Pension Benefit Guaranty Corporation (PBGC) programs.
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Publication 4674, Automatic Enrollment 401(k) Plans for Small Businesses
Publications - DOL:
Other Resources:
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401(k) Fix-It Guide
New tips on how to identify, correct and avoid common errors in 401(k) plans. Eleven common errors are noted as trends with tips for each error.
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401(k) Checklist
It is important to review the requirements for operating your 401(k) plan every year. This checklist has been designed as a diagnostic tool to help you keep your 401(k) plan in compliance with important tax rules.
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Check-Up for Your 401(k) Plan
Three-step approach designed to help business owners properly operate their401(k) plans.
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Cash or Deferred Arrangement (CODA) Listing of Required Modifications and Information Package
Listing of Required Modifications and Information Package for use with cash or deferred arrangements.
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Examination Guidelines - Cash or Deferred Arrangements (CODAs)
These guidelines provide guidance on cash or deferred arrangements (CODAs). These guidelines are for reference and use by EP personnel.
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Examination Guidelines - Employee and Matching Contributions Under IRC 401(m)
These guidelines provide guidance on employee and matching contributions under IRC 401(m). These guidelines are for reference and use by EP personnel.
Help:
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EP Customer Account Services
Contact us for answers to technical and procedural retirement plan questions.
Page Last Reviewed or Updated: 2013-02-20
