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Employee Plans Compliance Unit (EPCU) - EPCU Articles

If you'd like to receive EPCU newsletter articles and other news from Employee Plans, subscribe to the Employee Plans News and the Retirement News for Employers.

May 15, 2014 - Plan Sponsors Make Errors When Filing Their Final Return
May 15, 2014 - Puerto Rico Pension Feature Codes Misapplied by Plan Sponsors
September 13, 2013 - Updating Frozen Defined Benefit Plans for Current Law & Other Compliance Issues
February 13, 2013 - Form 1099-R Errors
February 13, 2013 - Form W-2 Errors Showing Excess Deferrals

December 13, 2012 - Common Errors on Form W-2 Codes for Retirement Plans
June 8, 2012 – Pre-ERISA Money Purchase Pension Plans with 401(k) Feature (Page 5)
March 20, 2012 - EPCU Project on Domestic Trusts Maintained By Foreign Employers
January 2012 – Form 5558: Avoid Errors When Requesting an Extension (Page 6)
January 2012 – Throw Your Old Forms Away! (Page 7)

December 20, 2011 - EPCU Project on Leased Employees
October 12, 2011 - Form 5500 Non-Filer Project
August 23, 2011 - Master and Prototype Sponsors - Responsibilities and Tips
June 22, 2011 - Where are the Plan Participants?
May 17, 2011 - Universal Availability for Higher Education
March 23, 2011 - Funding Deficiencies Project


Fall 2010 - Rollovers as Business Start-Ups Compliance Project
February 2010 - SIMPLE IRA Plan Follow-Up Project (Page 9)
November 2009 - Master & Prototype (M&P) Project (Page 12)
August 2009 - Monitoring IRAs for Required Minimum Distributions (Page 3)
May 2009 - The Multiemployer Actuarial Certification Project (Page 5)
February 2006 - EPCU: Up and Running

Page Last Reviewed or Updated: 10-Sep-2014