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Employee Plans News

Issue 2015-2, February 27, 2015

Print version of newsletter (.pdf)

Correction options for 457(b) plans – EP Voluntary Compliance is not available for form errors

March webinars:

  • Highlights of the Second Cycle E Determination Letter Application Process – March 5, 2015, at 2 p.m. Eastern
  • Retirement Plan Loans to Participants – March 26, 2015, at 2 p.m. Eastern

my Social Security account – with it, your clients can get a replacement SSA-1099 or SSA-1042S online

Updated:

PBGC Insights

Publication 4484, Choose a Retirement Plan for Employees of Tax Exempt and Government Entities

Form 8955-SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefit (Instructions)


Issue 2015-1, February 2, 2015

Print version of newsletter (.pdf)

Reference lists of changes in plan qualification requirements - tools to help you keep your plan document up-to-date

Send your applications for 403(b) pre-approved plans to Cincinnati

Penalties may be waived for delinquent Forms 5500EZ and some Form 5500-series

EPCU projects

Forms and Pubs

Form 8606 - use to report: nondeductible contributions you made to traditional IRAs; nondeductible contributions to traditional IRAs; IRA distributions; and IRA conversions

New:

Updated:

  • Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Instructions)

Recent internal directives

Limit your search results on IRS.gov to the Retirement Plans Web pages: click on Advanced, enter your search terms in the “Find results” fields, and type “http://www.irs.gov/Retirement-Plans” in the “Domain” field


The Employee Plans News is a periodic IRS newsletter with retirement plan information for retirement plan practitioners.

If you have any comments or suggestions on our newsletter or Web pages, please send them to RetirementPlanComments@irs.gov.

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Page Last Reviewed or Updated: 27-Feb-2015