Tax Information for Benefits Practitioner | |
 | |
|
Determinations, EPCU, EPTA, ERPA, etc. Find Employee Plans specialty programs. Types of Retirement Plans Starting and maintaining specific types of plans. Retirement Plan FAQs, Guidance, Phone Forums, CPEs, and Tools Frequently asked questions, published guidance, phone forums, EP CPEs, retirement plan “check-ups,” and other tools useful with plans. You’ll also find info on trends & tips, contacting missing participants, disaster relief, newsletters, and more. Determination, Opinion and Advisory Letters for Retirement Plans The EP Determination, Opinion and Advisory Letter program ensures that individually designed and pre-approved retirement plans contain the right provisions. Get information to update your plan, apply for a letter, check the status of your letter and the scope and benefits of favorable letter. Retirement Plan Audits, Compliance Trends & Tips, Abusive Tax Transactions The IRS has an Examinations program to make sure that retirement plans are operated in compliance with the tax law. Take a look at some topics that will help you and your clients keep the plans running smoothly. Correcting Plan Errors Tips on how to find, fix, and avoid common mistakes in retirement plans. Retirement Forms, Publications, Newsletters, and More We’ve got everything here from Form 1099-R to Pub 590 (on IRAs), from newsletters to handy “check-up” lists, and so much more. Educational Services & Products Information regarding speaking engagements, tax forums and other educational services. Also, educational products developed specifically for the retirement plan community. Employee Plans Videos Video clips on a range of retirement plan topics. Retirement & Savings Initiatives Expanded opportunities for retirement savings. About Employee Plans An overview of the office of Employee Plans (EP) under the Tax Exempt & Government Entities (TE/GE) operating division of the IRS, including historical insight into the retirement system and statistical information on retirement plans from IRS, DOL, and PBGC sources. Related Links Other parts of the IRS and other government agencies also offer help for small businesses on taxes and retirement. Contact Employee Plans - Get Educational Services Contact us for answers to technical and procedural retirement plan questions, to make comments about our web pages, request an EP speaker for an educational event, and more. |
|
Page Last Reviewed or Updated: December 15, 2011