Tax Information for Retirement Plans Community |
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Employee Plans News - Summer 2009 Edition
This edition contains articles such as: EP Connections: Interview with Sarah Hall Ingram; ACT Issues Eighth Annual Report; Two-Year Adoption/Submission Period for DC Pre-Approved Plans Expires on April 30, 2010; The EPCU Insider; New Federal Income Tax Withholding for Pensions; A New Look for EP Large Case Program Web Page; Web Spins; We’re Glad You Asked!; PBGC Insights; and DOL Corner.
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Nonamenders and Voluntary Correction Program (VCP)
Voluntary Correction has written an explanation of the nonamender process under the VCP. This explanation will tell you all you need to know about filing for relief under VCP for nonamender failures, including when you can file (with examples of when Appendix D or F should be used) and when a determination letter should be filed as part of a VCP submission. Check it out!
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EP Volunteer Law Student Program for Fall 2009 Semester
Unique opportunity for law students/LLM candidates to be part of a team working on IRS EP training.
EPCRS Phone Forum - July 27, 2009
A brief overview of EPCRS and focus on Rev. Proc. 2008-50.
IRS Requests Comments on Pilot Government Plan Questionnaire
IRS publishes pilot Government Plan Questionnaire for public comment.
FY 2009 Employee Plans Work Plan
Operating priorities, goals, and objectives that will guide EP's work over the coming year.
Critical Priorities... by Monika Templeman (Director, EP Examinations)
Latest view on the critical priorities vital to the success of EP Exams.
Staggered Remedial Amendment Period Revenue Procedure
Rev. Proc. 2007-44 clarifies, modifies, and supersedes Rev. Proc. 2005-66.
Governmental Plans
Materials from the Roundtable are available.
Information about Rollovers
Resource for rollovers from qualified retirement plans.
2009 Cost-of-Living Increases
2009 annual dollar limits on benefits and contributions.
Plans and Programs
Wish to go directly to a plan type or IRS Employee Plans program? Find it here.
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SARSEP, SEP, SIMPLE IRA Plan, and 401(k) Fix-It Guides Available
Tips on how to find, fix, and avoid common mistakes in SARSEP, SEP, SIMPLE IRA, and 401(k) plans.
Nonbank Trustees and Custodians
Published guidance, application procedures and approved nonbank trustees and custodians.
401(k) Phone Forum - August 6, 2009
A discussion of recent 401(k) guidance.
Enrolled Retirement Plan Agent Program (ERPA)
Find out the details on the new ERPA Program.
Guidelines Regarding Rollovers as Business Startups (ROBS)
Procedures for examination and determination agents when dealing with these transactions.
Employee Plans Compliance Unit (EPCU)/WRERA Election Form and Instructions
Did you receive a letter from EPCU? Do you think you need the WRERA form? Go here to get more info.
2008 and 2009 IRA Contribution and Deduction Limits
Info. for 2008 and 2009 traditional & Roth IRA contributions & traditional IRA deductible limits.
Pension Protection Act of 2006 (PL 109-280)
Published guidance, articles, and other resources useful in understanding the PPA of 2006.
Disaster Relief Information
The Service has provided a variety of disaster relief measures for retirement plan sponsors.
Retirement Plans Community Site Map
Need help finding a topic? Visit the site map for a listing of information by topic.
Contact Us About Our Site
Got a comment about the Retirement Plans content? About the IRS.gov website? Write to us.
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Page Last Reviewed or Updated: July 02, 2009
