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Tax Information for Benefits Practitioner

Employee Plans FY 2012 Annual Report and FY 2013 Workplan
Highlights of recent and upcoming guidance, examination projects and outreach efforts.

Plan Language Resources
LRMs, alert guidelines, cumulative lists, etc.

Determination, Opinion and Advisory Letters
Update your retirement plan, apply for and check the status of your determination letter

Examinations
Audit process guide and compliance check letters

Outreach & Educational Services
Phone forums, nationwide tax forums and educational services

Abusive Tax Transactions
Retirement tax shelters requiring special disclosure

Non-Bank Trustees
Approved non-bank trustees and application procedures for prospective trustees

Retirement & Savings Initiatives
Expanded opportunities for retirement savings.

Additional Resources for Benefits Practitioners
About Employee Plans, contact information, videos and more

Page Last Reviewed or Updated: 04-Apr-2014