Like Print

Resources for Retirement Plan Participant/Employee

IRAs - Individual Retirement Accounts or Arrangements

Required Minimum Distribution Worksheets
Use these worksheets to calculate the amount of Required Minimum Distribution from your IRAs.
Contribution Limits
How much can you contribute to your IRA?.
Publication 560
Retirement Plans for Small Businesses (SEP, SIMPLE, and Qualified Plans)
Publication 590
Individual Retirement Arrangements (IRAs)
Form 5305
Traditional Individual Retirement Trust Account
Form 5305-A
Traditional Individual Retirement Custodial Account
Form 5305-E
Coverdell Education Savings Trust Account
Form 5305-EA
Coverdell Education Savings Custodial Account
Form 5498
IRA Contribution Information

Roth IRAs

403(b) Tax-Sheltered Annuities

Publication 4482
403(b) Tax-Sheltered Annuity for Participant
Publication 571
Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations
403(b) Mini-Course for Employees - Presentation on operating 403(b) plans and how they work

Retirement Income and Distributions

Publication 525
Taxable and Nontaxable Income
Publication 575
Pension and Annuity Income
Publication 939
General Rule for Pensions and Annuities
Form W-2
Wage and Tax Statement
Form 4972
Tax on Lump-Sum Distributions
Form 5329
Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
Form 6088
Distributable Benefits From Employee Pension Benefit Plans

Other Resources

Department of Labor Publications

Taking The Mystery Out Of Retirement Planning
A guide to assist you in retirement planning.
Top 10 Ways to Beat the Clock and Prepare for Retirement
Helpful hints to assist in your preparation for retirement.
Savings Fitness: A Guide to Your Money and Your Financial Future
A guide to assist you in setting your financial and retirement goals.
What You Should Know About Your Retirement Plan
An overview of the information a plan is required to disclose to employees and participants.
Protect Your Pension: A Quick Reference Guide
A quick reference guide on how to find out who is managing your pension money and explaining the rules that pension managers must follow.
A Look at 401(k) Plan Fees for Employees
Answers to some common questions about fees and expenses that may be paid by your 401(k) plan.
How to File a Claim for Your Benefits
An outline of the steps you may take to file a claim and what to do if you are denied benefits.

Page Last Reviewed or Updated: 2012-08-02