Employee Plans Compliance Unit (EPCU) - EPCU Articles
Newsletter Articles
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February 13, 2103 – Form 1099-R Project
February 13, 2013 – 401(k) Excess Deferral Project
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)
Winter 2011 - "Compliance Checks vs. Audits"
Winter 2011 - "401(k) Questionnaire Developments"
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"
August 2010 - "Foreign Distributions – International Project"
February 2010 - "SIMPLE IRA Plan Follow-Up Project"
Winter 2009 - "Director, EP Examinations Discusses the EPCU"
November 2009 - "Master & Prototype (M&P) Project"
August 2009 - "Monitoring IRAs for Required Minimum Distributions"
May 2009 - "The Multiemployer Actuarial Certification Project"
February 2006 - "EPCU: Up and Running"
