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EP Examination Process Guide - Section 8 - Customer Education and Outreach - Forms and Publications
- Form 5500
Annual Return/Report of Employee Benefit Plan.
- Form 5500-EZ
Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan.
- 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.
- 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.
Page Last Reviewed or Updated: 03-Feb-2014