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EP Examination Process Guide - Section 10 - Feedback

This section of the Guide provides a mechanism for comments and suggestions concerning EP Examinations and/or their process guide.


Have a Comment or Suggestion about our EP Examination Process Guide and/or EP Examinations?

We welcome comments and suggestions to provide further information and clarification of the EP examination process. You may email us your comments and suggestions.


Have a Technical or Procedural Question?

You may direct your technical and procedural questions concerning retirement plans to us in a variety of ways. Answers to many of your questions may already be available under Retirement Plans Frequently Asked Questions. If you do not find the answer to your question, please call, write or e-mail us.

Call:

TE/GE Customer Account Services at (877) 829-5500 (toll-free number).

Telephone representatives will provide assistance with basic EP questions such as basic filing requirements and due date for Form 5500, status of pending determination letter applications and responding to notices.  Questions beyond the scope of our telephone representatives will be written up as a referral to be answered by an Employee Plans Specialist within 15 days.

In addition to your question, the following will be needed:

  • Your name
  • Telephone number
  • Best time to call
  • Address

You will be given a "reference number" that identifies the referral. 
If you are calling regarding specific technical guidance (e.g., Revenue Procedure, Notice, Regulation), please indicate the specific guidance and its author and your request will be forwarded.  Please be aware that telephone representatives are not permitted to give out e-mail addresses of IRS employees.

Write:

Internal Revenue Service
TE/GE Division, Correspondence Unit
P.O. Box 2508
Cincinnati, OH 45201

E-mail:

RetirementPlanQuestions@irs.gov

Due to disclosure laws, account-related questions cannot be answered via e-mail.  If you are e-mailing regarding specific technical guidance (e.g., Revenue Procedure, Notice, Regulation), please indicate the specific guidance and its author and your request will be forwarded.

Note: All questions submitted via e-mail must be responded to via telephone, so please remember to include your phone number in your message.

Page Last Reviewed or Updated: 16-Dec-2013