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Tax Information for Benefits Practitioner

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

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

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

Page Last Reviewed or Updated: 01-Jul-2015