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EP Examination Process Guide - Section 8 - Customer Education and Outreach - Forms and Publications

Forms:

Form 5500
Annual Return/Report of Employee Benefit Plan.
Form 5500-EZ
Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan.

Publications:

Publication 560
Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans).
Publication 571
Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations.
Publication 590
Individual Retirement Arrangements (IRAs).
Publication 3998
Choosing a Retirement Solution for Your Small Business.
Need Other Forms and Publications?
Select and download forms, instructions, publications and notices.

Other Resources:

EFAST Site - Forms 5500 and Form 5500EZ
The Employee Benefits Security Administration of the Department of Labor launched the EFAST site to provide filers with up-to-date information about filing requirements, electronic filing options, software availability, frequently asked questions, publications and forms.
Form 5500 Filing Tips
Department of Labor, Pension Benefit Guaranty Corporation and the Internal Revenue Service have compiled practical tips for some of the most frequently occurring Form 5500 filing problems.

Page Last Reviewed or Updated: 2013-04-22