EP Examination Process Guide - Section 8 - Customer Education and Outreach
This section of the Guide provides information on how to obtain educational materials, retirement forms and publications, customer account services, and other helpful information for plan participants, plan sponsors and representatives.
- What is the Employee Plans Office?
An overview of the office of Employee Plans 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.
- Benefits Conferences
These conferences are co-sponsored by the IRS (Employee Plans) and offer customer education on various retirement plan topics.
- Request Educational Products and Services
Information regarding speaking engagements, tax forums and other educational services. Also, educational products developed specifically for the retirement plans community.
- Disaster Relief Information
The Service has provided a variety of disaster relief measures for retirement plan sponsors including early distributions, leave donations, filing and funding relief and help from the IRS and Department of Labor.
- EP Customer Account Services
Contact us for answers to technical and procedural retirement plan questions.
- Are You a Participant Looking for Retirement Plan Information?
Helpful information relating to retirement plans for plan participants.
- Are You an Employer or Plan Sponsor Looking for Retirement Plans Information?
Helpful information relating to retirement plans for the employer/plan sponsor.
- Forms & Publications
Forms, publications, filing tips and other resources relating to retirement plans.
- Current News Highlights
Newsletters, published guidance and other resources relating to retirement plans.