IRS Logo
Print - Click this link to Print this page

Employee Plans News Archive

A publication of the Employee Plans office of the TE/GE Operating Division of the IRS, these newsletters present information about retirement plans. The freely available Adobe Acrobat Reader software is required to view, print, and search these files.

Issue

Highlights

Release Date

2014-16 New single distribution rule; Canadian retirement plan participants; Mandatory electronic filing for Form 8955-SSA and 5500-series; Fidelity bonds and depositing plan contributions; Form 5500-EZ Pilot Penalty Relief Program; IRS Nationwide Tax Forums online; The Advisory Committee on Tax-Exempt & Government Entities (ACT); PBGC - HATFA premium guidance and Premium payments 10/15/14
2014-15 Form 5498 reporting errors;Updated: Finding missing plan participants; DOL corner 09/22/14
2014-14 User Fee for Employee Plan Opinion or Advisory Letter Request - Updated Form 8717-A; Webinars - Defined benefit plan update 09/08/14
2014-13 Group trust rules - Changes to 81-100 group trust rules; Webinars - Retirement plan hot topics 09/02/14
2014-12 Webinar - Correcting retirement plan mistakes using IRS correction programs; User Fee for Employee Plan Opinion or Advisory Letter Request 08/21/14
2014-11 Defined benefit plan terminations webinar; Updated plan termination resources; User fee forms for determination, opinion or advisory letter requests 08/04/14
2014-10 Final rules regarding longevity annuities; 403(b) plans update and latest developments phone forum; Form 5500-EZ pilot penalty relief program; 2014 Nationwide Tax Forums; Advisory Committee on Tax Exempt and Government Entities Report 07/10/14
2014-9 Revised Voluntary Correction Program forms; Retirement plans after Windsor phone forum; Requesting copies of plan documents; Accepting rollover contributions 06/17/14
2014-8 Mid-year amendments; Retirement plan payments for accident, health and disability insurance; Verifying rollover contributions; Disaster Relief for Retirement Plans and IRAs: Puerto Rico pension plan feature codes; Final Form 5500 returns: Updated Web Pages and Publications 05/16/14
2014-7 Pilot penalty relief program for some late Form 5500-EZ filers; Changes to IRS Penalty Relief for DOL DFVC Filers of Late Annual Reports; Related employers phone forum; PBGC 05/09/14
2014-6 Treatment of Marriages of Same-Sex Couples for Retirement Plan Purposes; Plan terminations phone forum 04/04/14
2014-5 IRA one-rollover-per-year rule: New two-year period to adopt pre-approved defined contribution plans; 403(b) pre-approved plans; Errors on power of attorney and representative forms 03/27/14
2014-4 Withdrawal of Cycle C applications; FAQs on withdrawing Cycle C applications; Unreasonable Assumptions in actuarial certifications 03/19/14
2014-3 Sign Form 8905; Correction options for 457(b); Employee Plans Compliance Unit; 2013 Cumulative List of Changes in Plan Qualification phone forum; SIMPLE IRA plan tips for sole proprietors MyRA program; New Publication 5136; PBGC Insights 03/04/14
2014-2 Deadline Extended For Pre-Approved Defined Benefit Plans 01/23/14
2014-1 Determination letter applications - Prior versions of Forms 5300 and 5310; New user fees 01/14/14
2013-10 Closing agreement requests allow plan sponsors to resolve income or excise tax issues; Limited, temporary relief from nondiscrimination requirements for closed defined benefit plans; 2013 Cumulative List of changes in qualification requirements; Tips to expedite your determination letter application review; Monika Templeman, EP Exam Director bids farewell; Charitable contributions of up to $100,000 per year by IRA owners; In-plan Roth rollovers – deadline extended to add Roth provisions for 2013 12/19/13
2013-9 Safe harbor 401(k) final regulations; Saver’s credit; Mark your calendar; Internal controls protect your retirement plan; Form 8955-SSA filers; IRS Advisory Council’s annual report 12/09/13
2013-8 Form 8822-B – use it to notify IRS within 60 days of a change in responsible party for your retirement plan; Retirement plan seminars from 2013 IRS Nationwide Tax Forums - 2013 New Roth Conversion Opportunities & Other Retirement Curveballs and Grab the Money and Run? Retirement Plan Loans and Hardship Distributions; Indian fishing rights-related activity is compensation; DOL news 11/18/13
2013-7 Reporting for hard-to-value IRA investments is optional for 2014; Reduced fee to correct failures to adopt a written 403(b) plan ends soon 11/13/13
2013-6 COLAs - 2014 cost-of-living limits for retirement plans; PBGC Insights; 2014 PTIN renewal season delayed 11/01/13
2013-5 Employee Plans Guidance phone forum; Approvals for change in plan year; Reminder notices to file Form 5500-EZ or 5500-SF if you did last year 09/27/13
2013-4 Modified Favorable Determination Letter 2002 won’t include the adoption dates for plan documents or amendments for certain applications; DB Mass Submitter Plan deadline is extended to January 31, 2014; Proposed Regulations would require electronic filing for Forms 5500 and 8955-SSA for filers submitting 250 or more returns 09/18/13
2013-3 Large Case Audit Program phone forum; Form 8955-SSA penalty assessments; Automatically revoking spousal beneficiary designations on legal separation can lead to plan errors; Frozen defined benefit plans project; Favorable determination letters - don’t rule on Defense of Marriage Act language 09/13/13
2013-2 IRS Nationwide Tax Forums; Individual limits - How much can you defer if you’re in more than one plan?; Frozen defined benefit plans must meet top-heavy minimum benefit rules; 403(b) pre-approved plans - Summary of key provisions of the program, Apply for an opinion/advisory letter for a 403(b) pre-approved plan, FAQs – 403(b) Pre-Approved Plan Program, Why you may want to adopt a 403(b) pre-approved plan, Correct certain 403(b) plan operational failures under IRS correction programs, New 403(b) Fix-It Guide; Do you qualify for a discounted VCP fee?; New phone number to check your VCP submission status; Tips to avoid processing delays for your VCP submission; Updated submission kits for plans that missed the EGTRRA deadlines; Form 5300 - Use the April 2011 version; Reminders about Form 2848, user fees and elimination of demos; How we review determination letter applications; Issues affecting ESOP determination letter applications; Employee Plans Compliance Unit; Hardship Distributions; DOL Corner; PBGC Insights 06/24/13
2013-1 Determination letters – 2012 Cumulative List; Cycle C opened February 1, 2013; Audits and internal controls – 403(b) plan audits; submission kit for 403(b) plan sponsors; SIMPLE IRA Plan – exclusive plan requirement; Forms and compliance – Form 5500 proposed penalty notices eliminated; Form 1099-R Project; 401(k) Excess Deferral Project; For your clients - Donated from your IRA or an IRA distribution in 2012?; Traditional IRA vs. Roth IRA chart; 2013 federal income tax withholding tables; EPCRS phone forum; ERPAs have a new home; Court ruling on return preparers; EP published guidance; DOL Corner; PBGC Insights; Updates – Publications 560 and 575; Required minimum distribution FAQs 02/13/13
2012-4 Section 436 amendment deadline extended for defined benefit plans; Governmental plans can elect second Cycle E (instead of second Cycle C); Amending governmental plans participating in group trusts; Phone forum on plan loans and hardship distributions to Sandy victims 11/29/12
2012-3 Determinations - application Identification Sheet, help test Pay.gov, determination letter applications – provide your correct address to avoid processing delays, applying for a determination, opinion or advisory letter? – review filing tips, FAQs, information to update a plan, and check on the status of your letter; Plan operations and compliance - internal controls are essential; employer matching contributions – meet your plan’s match formula, Businesses under common control; Defined benefit plans - benefit restriction notices; funding relief – new MAP-21 rules,; multiemployer actuarial certifications project, single-employer defined benefit plans in bankruptcy – final regulations; New on the web; EP published guidance; DOL Corner; PBGC Insights 11/14/12
2012-2 March 30 Determination Letter Program Update phone forum update; 403(b) written plan failure; Common plan errors - SEP plans; SIMPLE IRA plans; and SARSEP plans; Pre-ERISA money purchase pension plans with a 401(k) feature; Defined benefit plans issues; Missed the April 30 deadline; Voluntary Correction Program; Use FIRE to electronically file; Form 8955-SSA; Form 2848 changes; Unenrolled return preparers; Crediting years of vesting service prior to a break in service; ACT welcomes two new EP members; IRS Advisory Council is accepting applications for new members; Enrolled Retirement Plan Agents; IRS Tax Forums; EP Phone Forum on June 12; EO Phone Forum on July 18; Conferences calendar and other educational events; Published guidance by topic; Age affects what actions you may take in your retirement plan; DOL Corner; PBGC Insights 06/08/12

2012-1

Lifetime income options; Submit recommendations for next year’s guidance plan; EP Published Guidance; pre-approved defined benefit plans; Check the status of your determination letter application; New (Cycle A) Alert Guidelines; EP Determination Letter Program Update phone forum (March 30); Exam Director discusses 401(k) plan projects; Initial results of LESE projects on real estate investments and loans; EPCU focuses on domestic trust issues; No exception to the additional 10% tax on early distributions from IRAs to satisfy a divorce court order; How to report 2010 Roth rollovers and conversions on your 2011 return; 401(k) plans usually apply the salary deferral limit uniformly to an employee’s annual compensation; Subscribe to Governmental Plan Updates for recent developments; New on the Web; IRS Nationwide Tax Forums; Calendar of EP Benefits Conferences; DOL Corner; PBGC Insights

03/20/12

2011-9

Exam Director discusses priorities for the current Fiscal Year; S corporations’ shareholders may not make retirement plan contributions from distributions; Leased Employees - EPCU Project; Need a Copy or a Corrected Determination Letter?; Revised Form 5300; Abandoned Pre-Approved Plans; Electronic signatures for 5500 series returns; File Your One-Participant Plans electronically; 2011 Cumulative List of Changes; Relief for IRA owners; Section 436 amendments; Updated Products and Publications; Preparer Tax Identification Number (PTIN) News; DOL Corner; PBGC Insights; Exempt Organizations' Opportunities; Free File; EP Published Guidance; Calendar of EP Benefits Conferences

12/20/11

2011-8

Significant changes to the Employee Plans Determination Letter Program; Relief for IRA owners; 2011 Cumulative List of Changes

12/16/11

2011-7

2011-2012 Priority Guidance Plan; ESOP Phone Forum; We're Glad You Asked! - After 70½; We're Glad You Asked! - Two Plans, Two Employers; Hybrid Plans – Notice 2011-85; Opinion and Advisory Letters – updated procedures; LESE Exam Projects; Form 5500 Non-Filer Project; 10% Additional Tax Exceptions Chart; Disaster Relief; IRS List of Nonbank Trustees and Custodians; IRS Nationwide Tax Forum; Lists of Required Modifications; Registered Tax Return Preparer Test; Small Business Health Care Tax Credit; DOL Corner; PBGC Insights; EP Published Guidance; Calendar of EP Benefits Conferences

10/12/11

2011-6

Master and Prototype Plan Sponsors; Employee Stock Ownership Plan Worksheet (revised 08/2011); Retirement Plans News Widget; Phone Forums; Form 8955-SSA FAQs Revisions

08/23/11

2011-5

2009 Form 8955-SSA and 2010 Form 5500-EZ Released; Form 5500 – Special Extensions of Time to File; Employee Plans Rulings & Agreements Priority Items; Are SEP IRA Contributions Deductible if a Return is Filed Late?; How Do You Calculate a Participant’s Required Minimum Distribution from a Defined Contribution Plan?; Form 5300 Applications for Employee Stock Ownership Plans; Completing a Power of Attorney Form for Form 5330; Employee Plans Compliance Unit’s New Projects; What's on the Employee Plans Compliance Unit's Radar Screen; Ethics Phone Forum for Employee Plans Practitioners; Tax Relief in Disaster Situations; Advisory Committee on TE/GE; Visit the IRS Video Portal for Archived Presentations; Share this Newsletter; New and Updated Forms and Publications; DOL Corner; PBGC Insights; EP Published Guidance; Calendar of EP Benefits Conference

06/22/2011

2011-4

Preparer Tax Identification Number; ESOPs – Definition of Readily Tradable Employer Securities; New 6-Year Cycle for Pre-Approved Defined Contribution Plans; Review Your Client’s Retirement Plan; Employee Plans Compliance Unit’s Funding Deficiency Project; 403(b) Plans; Compliance Checks - I Received a Letter, Now What?; Latest 401(k) Questionnaire Developments; EP Phone Forum; Free Webinars; We’re Glad You Asked!; Updated Publications; DOL Corner; PBGC Insights; EP Published Guidance; Calendar of EP Benefits Conferences

03/23/11

2011-3

Voluntary Correction Program Fee Discount Ending Soon; Correcting a 403(b) Plan’s Eligibility Failure; Cycle A Controlled Group Election; EP Phone Forums; Covered Compensation Table Correction

02/11/11

2011-2

New Submission Period for Individually Designed Plans and Pre-Approved DC Plans; New User Fees

01/31/11

2011-1

Qualified Charitable Distributions; New Requirements for Tax Return Preparers; Exclusive Benefit Rule for Governmental Plans; Participating in Group Trusts; Upcoming Correction to User Fees

01/12/11

2010-13

Funding Relief for Single-Employer Defined Benefit Plans

12/22/10

2010-12

Proposed Extension of Qualified Charitable Distributions; Extended Deadline to Adopt Certain Amendments for Defined Benefit Plans; Unforeseeable Emergency Distributions from 457(b) Plans; Amortization Period Extensions for Multiemployer Plans; Modification of Group Trust Rules; Phone Forum - December 20, 2010, at 3:00 EST; We’re Glad You Asked!; Employee Plans Compliance Unit Projects: Confirm the Status of IRS Approved Nonbank Trustees (NBT) and Custodians & Rollovers as Business Start-Ups; Exam Priorities…with Monika Templeman; IRS Proposes Fee Reduction for Enrolled Agents and Enrolled Retirement Plan Agents; IRS Twitter Feeds; DOL Corner; PBGC Insights; Employee Plans Published Guidance; Calendar of EP Benefits Conferences

12/17/10

2010-11

In-Plan Roth Rollovers; Funding Relief for Multiemployer Defined Benefit Plans; Governmental Retirement Plans - Determination Letters; Pre-Approved IRAs; Form 5500 Notices Sent in Error Need a Response

11/26/10

2010-10

Form 5558 Requests for Extension That May Have Been Inadvertently Denied; Form 5500-EZ Mailing Address; Fiscal Year 2011 Work Plan; Hybrid Defined Benefit Plans - Final and Proposed Regulations; Hybrid Plans Phone Forum; PTIN - Additional Information; IRS Seeks Members for ACT; Information Reporting Program Advisory Committee Report

11/05/10

2010-09

2010 Rollovers and Conversions to a Roth IRA; We’re Glad You Asked!; Waiver for 60-day Rollover; Form 5500 Filing Tips; 401(k) Phone Forum; Free Material on New Outreach Corner on IRS.gov; National Save for Retirement Week; Critical Priorities…with Monika Templeman; DOL Corner; PBGC Insights; Calendar of EP Benefits Conferences

10/08/10

2010-08

New Law Allows In-Plan Rollovers to Designated Roth Accounts; Paid Tax Return Preparers

10/01/10

2010-07

Post April 30, 2010, Issue Impacting Adopting Employers Who Use IRS Pre-Approved Plan Documents; Tax Return Preparers

08/20/10

2010-06

Tax Return Preparers; Pension Funding Relief; Notices for Single and Multiemployer Defined Benefit Pension Plans on Pension Funding Relief; Retirement Plans Widget; ESOP-Owned S Corporation; Disregard the Payment Voucher Mailed with New Favorable Autoclosure Determination Letters; EP Phone Forums

08/02/10

Special Edition,
July 2010

New Form 8955-SSA; Notice 2010-48; Heads Up - User Fee to Increase February 1, 2011; Help Wanted: TE/GE Seeks Candidates for Senior Tax Law Specialist Positions

07/2010

Summer 2010

Form 5500 Schedules; Advisory Committee on TE/GE; ESOP Phone Forum; EPCU Insider; 401(k) Questionnaire Follow-Up; Who Can Represent a Plan Sponsor During an Employee Plans Examination?; New Favorable Determination Letter 4577; Final Regulations on Investment Diversification Requirements; August 2, 2010, is the Form 5500 Deadline for 2009 Calendar-Year Plans; Nationwide Tax Forums; EP FY 2010 Work Plan; Web Spins; Employee Plans Published Guidance; PBGC Insights; DOL Corner; Forms and Pubs Update; Calendar of EP Benefits Conferences

06/2010

Special Edition,
May 2010

401(k) Questionnaire Coming to 1,200 Employers

05/2010

Spring, 2010

DOs and DON’Ts for Form 5307 Applications; What Can and Can’t Be Rolled Over to a Roth IRA; The Taxable Portion of Your Rollover to a Roth IRA; Distribute Excess Deferrals; We’re Glad You Asked!; Fix-It Guides - Common Problems, Real Solutions!; Future Requirements for Tax Return Preparers; Web Spins; Free Phone Forum - Retirement Plans Determination Letter Program, March 31, 2010; Critical Priorities…With Monika Templeman - Today’s Discussion: Multiemployer Funding Issues; Employee Plans Published Guidance; PBGC Insights; DOL Corner; Calendar of EP Benefits Conferences

03/2010

Special Edition,
January 2010

Cycle D Submission Period Ends on February 1, 2010; New Address for Determination Letter Applications; April 30 Deadline for DC Pre-Approved Plans; Free Phone Forum on Funding-Based Benefit Restrictions - January 26, 2010; DOL Corner.

01/2010

Winter, 2010

2010 Rules for Roth IRAs; Roth IRA Distributions; Notice Requirements for Pension Plans That Reduce Benefit Accruals; 2009-2010 Employee Plans Guidance Plan; Critical Priorities…With Monika Templeman - Today’s Discussion: Priorities for the Upcoming Year; Deadline for Certain Required Plan Amendments is Extended; Web Spins; We’re Glad You Asked!; Highlights of the Retirement News for Employers; The EPCU Insider; PBGC Insights; Employee Plans Published Guidance; Calendar of EP Benefits Conferences

12/2009

Special Edition,
October, 2009

Final Funding Regulations and Benefit Restriction Notices for Single Employer Defined Benefit Plans; Phone Forum on Retirement Plan Distributions - October 28, 2009

10/2009

Special Edition,
September 25, 2009

Upcoming Funding Regulations; Additional Guidance on 2009 Waiver of Required Minimum Distributions

09/25/09

Fall, 2009

Dos and Don’ts of Hardship Distributions; IRS Retirement Plans Online; When Limits Collide, Which One Wins?; Tax Return Preparer Review Board; Critical Priorities…With Monika Templeman Today’s Discussion: Loans and Hardships in 401(k) Plans; A Message from the Advisory Committee on Tax Exempt and Government Entities: Stakeholders: please participate!; Employee Plans Published Guidance; 401(k) Phone Forum Rescheduled to September 30, 2009; We’re Glad You Asked!; Ways to Avoid Delays: Determination Letter Application Processing Procedures; Retirement & Savings Initiatives: Helping Americans Save for the Future; The EPCU Insider - Master & Prototype (M&P) Project; Highlights of the Retirement News for Employers; PBGC Insights; DOL Corner; Calendar of EP Benefits Conferences

09/2009

Special Edition,
September 2009

Retirement & Savings Initiatives: Helping Americans Save for the Future; Rollovers from Employer Plans to Roth IRAs; Now Online

09/2009

Summer, 2009

EP Connections: Interview with Sarah Hall Ingram; ACT Issues Eighth Annual Report and Welcomes Ten New Members; Two-Year Adoption/Submission Period for DC Pre-Approved Plans Expires on April 30, 2010; The EPCU Insider; New Federal Income Tax Withholding for Pensions; Free Phone Forums; A New Look for EP Large Case Program Web Page; Web Spins - The Retirement Plans Site; We’re Glad You Asked!; PBGC Insights; The Corner of Forms & Pubs; Employee Plans Published Guidance; Highlights of the Retirement News for Employers; DOL Corner; Calendar of EP Benefits Conferences

06/2009

Special Edition,
May 2009

Do You Have a Safe Harbor 401(k) Plan? Ahhh…Relief; New Federal Income Tax Withholding for Pensions

05/2009

Special Edition,
April 2009

Announcement 2009-34 - Request for Comments on Revenue Procedure for §403(b) Prototype Plans and Sample Plan Language

04/2009

Special Edition,
March 2009

Plans May Use Reasonable Interpretation in a Selecting Yield Curve

03/2009

Spring, 2009

Know a Nonamender? Here's what you need to know NOW...; Final Regulations Issued for Automatic Contribution Arrangements; Sample Plan Language - Transfer of an ESOP’s S Corporation Shares to Prevent a Nonallocation Year; The EPCU Insider -The Multiemployer Actuarial Certification Project – Defined Benefit Plan Actuarial Certification Errors; ERPA - CPE Sponsor Program; Web Spins - The Retirement Plans Site; Employee Plans Published Guidance; Critical Priorities…With Monika Templeman - Today’s Discussion: Update on the Enrolled Retirement Plan Agent Program; Attention All 2009 Form 1099-R Issuers; Highlights of the Retirement News for Employers; The Corner of Forms & Pubs; We’re Glad You Asked!; 403(b) Phone Forum; DOL Corner; PBGC Insights; Calendar of EP Benefits Conferences

03/2009

Special Edition,
January 2009

New Law Affects Required Minimum Distributions for 2009

01/2009

Winter, 2009

Adopting a Pre-Approved Plan? No Need for a Determination Letter Application; Under Consideration: Determination Letters without Amendment Dates; Form 8905 - Certification of Intent to Adopt a Pre-Approved Plan; Has Your Client’s Plan Merged with Another Plan? Keep All Plan Documents!; New Address for EP Determination Applications; Common Plan Language Errors; Sound Off about the Self-Correction Program - A Message from Joyce Kahn; Extension of Year-End Deadline for 403(b) Plan Sponsors; Cycle C Deadline; Saver’s Credit - Another Good Reason to Start Saving for Retirement; Revenue Procedure 2008-8 - User Fee Frequently Asked Questions; 2008 Form 5500 – Schedules SB & MB; Changes in Funding Methods in 2009; Critical Priorities…With Monika Templeman - Today’s Discussion: Employee Plans Compliance Unit (EPCU); Highlights of the Retirement News for Employers; Web Spins - The Retirement Plans Site; PBGC Insights; DOL Corner; Employee Plans Published Guidance

12/2008

Special Edition,
November 2008

IRS Will Modify Filing Cycle for Governmental Plans Under the Staggered Remedial Amendment Program; When ‘Too Good to Be True’ Very Well May Be: Funding Business Startups with Plan Assets; 2009 Retirement Plan Limits Announced; List of Recent Guidance that May Require Interim or Discretionary Amendments; 403(b) Phone Forum - December 4, 2008 (2:00 p.m. - 3:00 p.m. Eastern)

11/2008

Fall, 2008

Weathering the Storm: Advising Clients about Loans and Hardship Withdrawals from Retirement Plans; Employee Plans' FY 2009 Work Plan; Web Spins; Update on Pre-Approved Plan Program for 403(b) Plans; Take Our Survey: Help Us Expand and Improve Our Self-Correction Program!; Relief for Hurricane Victims; Critical Priorities...With Monika Templeman; Remind Your Clients to Do the Right Thing Even When Times are Tough!; Spotlight on ERPA; We’re Glad You Asked!; Highlights of the Retirement News for Employers; Employee Plans Completes Another Successful IRS Nationwide Tax Forum Season; Employee Plans Published Guidance; Ordering the Form 5500, Schedules, and Instructions; VCP Applications – Appendix F; DOL Corner; PBGC Insights; Hurricane Ike Relief for Affected Defined Benefit Pension Plans; Calendar of EP Benefits Conferences

10/2008

Special Edition,
September, 2008

September 30 - Deadline for Many Defined Benefit Plans to Obtain Actuary's Funding Certification

09/18/08

Special Edition,
August 25, 2008

Back to School Guidance

08/25/08

Special Edition,
August 14, 2008

It's Here! Revenue Procedure 2008-50 Updates IRS's Employee Plans Compliance Resolution System (EPCRS); How Does the Self-Correction Program Work for You? Let Us Hear From You!

08/14/08

Special Edition,
August 2008

ERPA Contract Awarded - Testing to Begin in January 2009

08/2008

Special Edition,
July 1, 2008

Sample Plan Language under Code Section 409(p) for the Transfer of an ESOP's S Corporation Shares; IRS Nationwide Tax Forums; Attention All Actuaries

07/01/08

Summer, 2008

Steven T. Miller, TE/GE Commissioner, Speaks at Mid-Atlantic Benefits Conference; Form 5307 Has Been Revised; We're Glad You Asked!; The Corner of Forms & Pubs; Critical Priorities...With Monika Templeman; Maintaining Electronic Records for Employee Plans Team Audit (EPTA) Plans; Form 5500 Filing Tips - Are You a Multiemployer Plan?; Things to Remember - 2007 Forms 5500/5500EZ; Web Spins; Highlights of the Retirement News for Employers; Employee Plans Published Guidance; We Want You...to complete our Survey; DOL Corner; PBGC Insights; Calendar of EP Benefits Conferences

06/2008

Special Edition,
May 2008

Governmental Plans Roundtable Discussion

05/2008

Special Edition,
April 2008

Treasury, IRS Issue Funding Guidance for Single-Employer Defined Benefit Plans

04/2008

Spring, 2008

Recent Guidance that May Require Interim or Discretionary Amendments; Determination Letters Coming Your Way - Announcement 2008-23; Steve Miller Discusses Governmental Plans Roundtable; ERPA is Moving Forward; We're Glad You Asked!; New PPA Guidance on Distributions; Critical Priorities...With Monika Templeman; EP Exam's Risk Modeling Project; Economic Stimulus Payments: How You Can Help; Highlights of the Retirement News for Employers; Web Spins; Employee Plans Published Guidance; IRS Employee Plans Videos - Now Available Online; Corner of Forms & Pubs; Written Plan Requirement for 403(b) Plans; DOL Corner; PBGC Insights; "Interesting" Pension Guidance Issued; Defined Benefit Plans - AFTAP Certification Needed as Early as April 1, 2008; Calendar of EP Benefits Conferences

03/2008

Special Edition, March 2008

Tax Exempt and Government Entities (TE/GE) Division Hosting a Governmental Plans Roundtable

03/2008

Special Edition,
January 2008

This special edition announces that Forms 4461-A, 5329, and 5558 have been revised and are available. Form 5330 is currently being revised. In addition, this special edition reminds you that the Cycle B submission period for determination applications ends January 31, 2008 and Cycle C begins February 1, 2008. Proposed cash balance regulations and section 430 proposed regulations were issued on December 28, 2007.

1/16/2008

Winter, 2008

EP Connections: Interview with Michael Julianelle; Interim Amendment List Has Been Updated; Critical Priorities...By Monika Templeman; We've Been Busy; Highlights of Retirement News for Employers; Employee Plans Published Guidance; Get Your EIN Online; Web Spins - The Retirement Plans Site; The Corner of Forms & Pubs; PBGC Insights; DOL Corner; Benefits Conferences Coming to a Site Near You; We've Glad You Asked!; Calendar of EP Benefits Conferences

12/2007

Special Edition,
November 30, 2007

Model 403(b) Plan Language and Additional Guidance Issued; 2007 Cumulative List is Published

11/30/2007

Special Edition,
November 15, 2007

Sample Notice to Participants Regarding Automatic Enrollment/Automatic Contribution Arrangements Now Available

11/15/2007

Special Edition,
November 2007

IRS Proposes Rules on Automatic Contribution Arrangements

11/07/2007

News Flash, November 2007

Section 204(h) Notice Not Required in 2007 for Certain PPA Amendments; IRS Issues Mortality Table to Calculate Defined Benefit Plan Lump Sums in 2008

11/2007

Special Edition,
October 2007

New Tool Helps Keep Your 401(k) Plan Compliant; TE/GE Leadership Changes Announced; 2007 Form 5500 Is Ready; ERPA is a go!!!

10/2007

Fall, 2007

Lessons Learned from Processing Determination Applications Under Cycle A; EP Connections: EP Examinations Director's FY 2008 Critical Priorities; EP's FY 2008 Work Plan; DOL Corner; PBGC Insights; Web Spins; Employee Plans Published Guidance; Ordering the Form 5500, Schedules, and Instructions; News for Retirement Plan Sponsors; Update: Taxpayer Delinquency Investigation Notices for Forms 5500 and 5500-EZ; Benefits Conferences Coming to a Site Near You

09/2007

New Flash,
August 2007

IRS Issues Proposed Rules on Benefit Restrictions for Underfunded Pension Plans

08/2007

Special Edition,
August 2007

The 2007 Interim and Discretionary Amendments and Other Resources are Now Available; New Additions to EP Frequently Asked Questions; EP's Priority Guidance Plan; Definition of "Normal Retirement Age" Has Changed; Requirements for "Separate Agreements for Section 412 Pension Plans

08/2007

Special Edition,
July 2007

The 403(b) Regulations Finally Go Final; Announcement 2007-63 Clarifies the IRS' Position on the Elimination of the Schedule P (Form 5500)

07/2007

Summer, 2007

EP Connections: Interview with Andrew Zuckerman and Robert Bell on the Updated Procedures on Staggered Remedial Amendment Cycles; New Rev. Proc. Updates the Staggered Remedial Amendment Period Program; Steven T. Miller, Commissioner, TE/GE, on Promoting and Protecting Retirement Security; Wait a Minute, Mr. Postman! What's This IRS Letter About? New EPCU Web Page Explains It All; The EPCU Insider; Web Spins - The Retirement Plans Site; POA Area Assignments; The DB LRMs Are Here; Critical FewPoints...By Monika Templeman (Director, EP Examinations); Section 402A Final Regulations Are Here; 412(i) Plans: Requirements for Retroactive Funding Standard Account Calculations; What's Going on With Customer Service?; Discontinuance of Telephone Number for Published Guidance Information; DOL Corner; PBGC Insights; EP Published Guidance; The Corner of Forms & Pubs; ACT VI; This Way to the Forums; Benefits Conference of the South; Calendar of EP Benefits Conferences

06/2007

Special Edition,
April 2007

Finally, Final 415 Regs. Published; Director, EP Examinations Named

04/2007

Spring, 2007

EP Responds To Practitioners' Comments on Staggered Remedial Amendment Cycles; News for Retirement Plan Sponsors; Critical FewPoints...by Director, EP Examinations; Web Spins - The Retirement Plans Site; Employee Plans Published Guidance; DOL Corner; PBGC Insights; The Corner of Forms& Pubs; EP TDI Notices; Resolution Possibility for Plans in 412(i) Audit Program; This Way to the Forums; Great Lakes Benefits Conference; Mid-Atlantic Benefits Conference; Northeast Employee Benefits Conference; 20th Annual Cincinnati Employee Benefits Conference; Mark Your Calendar for the 36th Annual Pension Trust and Employee Benefits Seminar; 2007 Los Angeles Benefits Conference; Calendar of EP Benefits Conferences

03/2007

Special Edition,
February 13, 2007

Direct Rollovers to Nonspouse Beneficiaries - Clarification of Notice 2007-7

02/13/2007

Special Edition,
February 2007

Opening of the Pre-Approved (Volume Submitter and Master & Prototype) Defined Benefit Plans Program Announced; Determination Letter Program Open for Cycle B Individually Designed and Multiple Employer Plans; IRS Employee Plans Director Comment on Staggered Remedial Amendment Cycles

02/2007

Special Edition,
January 2007

Cycle A Determination Letters for Cash Balance Moratorium Plans Due January 31, 2007; IRS Issues Additional PPA Guidance

01/2007

Winter, 2007

EP Connections: Interview with Joseph Grant; Breaking News: Interim Guidance on Cash Balance Plans; All I Want for Christmas is Some Pension Protection Act Guidance; The 2006 Cumulative List and PPA; Safe Harbor Notice Reminder; Critical FewPoints...by Director, EP Examinations; 2006: Looking Back; EGTRRA List of Master and Prototype and Volume Submitter Defined Contribution Plans is Posted!!; Web Spins - The Retirement Plans Site; The Corner of Forms & Pubs; PBGC Insights; Use of Electronic Media for Providing Employee Benefit Notices and Making Employee Benefit Elections and Consents; DOL Corner; Pension Legislation Impacts Form 5500; Interim and Discretionary Amendments for 2006; Employee Plans Published Guidance; Setting Up IRA Accounts for Plan Participants; News for Retirement Plan Sponsors; SIMPLE IRA Relief for EGTRRA Set to End December 31, 2006; SWBA/IRA 17th Annual Employee Benefits Conference; An Early Reminder: Mark Your Calendar for the 36th Annual Pension Trust and Employee Benefits Seminar; 2007 Los Angeles Benefits Conference; Calendar of EP Benefits Conferences

12/2006

Special Edition,
October 2006

National Save for Retirement Week; IRS Names New Head for Employee Plans Rulings & Agreements; They're Here: The 2007 Dollar Limitations!

10/2006

Fall, 2006

IRS Employee Plans Leadership Changes; Carol Gold's Retirement Message to All Employee Plans Employees; EP Issues FY 2007 Work Plan; News for Retirement Plan Sponsors; EP Connections: Interview with Karen Justesen; Critical FewPoints...By Michael Julianelle (Director, EP Examinations); Now Available: Refreshed Retirement Plan Correction Programs CD-ROM; GUST Applications in an EGTRRA World; PBGC Insights; Employee Plans Published Guidance; The Corner of Forms and Pubs; EP Examinations and Practitioners Develop New Examinations Communication Tool; 2006 IRS Nationwide Tax Forums; SWBA/IRS 17th Annual Employee Benefits Conference; Los Angeles Benefits Conference; Calendar of EP Benefits Conferences

09/2006

News Flash,
August 2006

Delay in Effective Date for Regulations under Section 403(b)

08/2006

Summer, 2006

Experts Agree: When it comes to plan mistakes, fix ’em now rather than later; Critical FewPoints...by Michael Julianelle (Director, EP Examinations); The Corner of Forms & Pubs; HERO Act; Form 5500 Filing Tips - Do You Really Have a Multiemployer Plan?; DOL Corner; PBGC Insights; This Way to the Forums; Employee Plans Published Guidance; EP Senior Leadership; Quick Hits; 2006 Great Lakes Benefits Conference; A Virtual Small Business Tax Workshop DVD; Timing still Everything; 2006 Mid-Atlantic Employee Benefits Conference Recap; 19th Annual Cincinnati Employee Benefits Conference Review; Northeast Employee Benefits Conference Review; Calendar of EP Benefits Conferences

06/2006

News Flash,
June 2006

Employee Plans User Fees Updated

06/2006

Special Edition
May 2006

It's Here! The New and, of course, improved EPCRS Revenue Procedure

05/2006

Spring, 2006

TE/GE Commissioner Speaks at Benefits Conference of the South; EP Connections: Interview with Betty McClernan; Additional Filing Relief for Katrina Victims; New User Fees Reminder; Critical FewPoints...by Michael Julianelle (Director, EP Examinations); Enrolled Retirement Plan Agent (ERPA) Update; DOL Corner; PBGC Insights; The Corner of Forms & Pubs; Form 5500: It's That Time of Year, Again; Identity Theft DVD; Employee Plans Published Guidance; Web Spins - The Retirement Plans Site; Timing remains Everything; Standing by Now!; Northeast Area Benefits Conference; 2006 Great Lakes Benefits Conference; Mid-Atlantic Benefits Conference; 2006 Cincinnati Employee Benefits Conference; 2006 Los Angeles Benefits Conference; Calendar of EP Benefits Conferences

03/2006

Special Edition,
March 2006

SIMPLE IRA Plan EGTRRA Relief Initiative

03/2006

Special Edition,
February 2006

The Roth Regs Just Keep Coming!; Employee Plans Compliance Unit: Up and Running; Determination Letter Program Open for Cycle A Individually Designed Plans

02/2006

Special Edition, January 2006

The Roth 401(K) Regs are Here!; Urgent Reminder: Submission Deadline for DC Pre-Approved Plan Letters is January 31, 2006; Speaking of Deadlines; Encore Performance: New 401(k) Resource Guide

01/2006

Winter, 2006

New User Fee Schedule for 2006; Relief for Relative Value Disclosures; Amendments: When to Adopt; They're Here: The 2006 Dollar Limitations!; To Sum it All Up: The 2005 Cumulative List; Critical FewPoints...by Michael Julianelle; 2006 EP Work Plan; New 401(k) Resource Guide; Timing is Everything; Web Spins; The Corner of Forms & Pubs; PBGC Insights; DOL Corner; 2005: Was that a Year?; 16th Annual SWBA/IRS Conference Recap; Benefits Conference of the South; Ringing in the New Year at the LABC

12/2005

Special Edition, December 2005

REMINDER: Abusive Transaction Settlement Initiative Open Until January 23, 2006; More Relief for Hurricane Victims

12/2005

Fall, 2005

An Easy Way for Businesses and Employees to Help Hurricane Victims: Leave Donations; Disaster Relief: Help From IRS and Retirement Plans; Filing and Funding Relief; EP Connections: Interview with Joseph Grant; Critical FewPoints...by Michael Julianelle; 403(b) Prepared; PBGC Insights; The Corner of Forms & Pubs; Can You Tell? We're Related (Retirement News for Employers); Recap of the 2005 IRS Nationwide Tax Forums; Central and Mountain States Benefits Conference Recap; Employee Plans Published Guidance; DOL Corner; USC Benefits Conference; SWBA/IRS 16th Annual Employee Benefits Conference; 2006 Los Angeles Benefits Conference

09/2005

Special Edition, August 2005

New Rev. Proc. Provides 90-Day Extension to Mass Submitter Deadline

08/2005

Summer, 2005

Beach Materials: Sun Block and the Federal Register; EP Connections: Interview with Donna Prestia; Critical FewPoints...by Michael Julianelle; It's Not Too Late to Register! - The 2005 IRS Nationwide Tax Forums; Volume Submitter Program Follow-Up; We're Glad You Asked: SIMPLE IRA Plan Exam Program Update; New Tax Shelter Reporting Rules; ACT IV - The Trilogy Continues; Actuary Extraordinaire; PBGC Insights; DOL Corner; Mailing Address is Now the Same for M&P Plans and VS Plans; 2005 Central and Mountain States Benefits Conference; 2005 Northeast Employee Benefits Conference Review; 2005 Mid-Atlantic Employee Benefits Conference Review; 2005 Great Lakes Area IRS/ASPPA Benefits Conference

06/2005

News Flash,
June 2005

GUST Program Closure: June 15, 2005

06/2005

Special Edition,
June 2005

Highlights of the 415 Regulations

06/2005

Special Edition,
April 11, 2005

EP and EO Examination Areas Realigned; Special Edition of the DOL Corner

04/11/2005

Spring, 2005

EP Connections: Interview with Michael Julianelle; New - and Improved - EP Exam Products; Starting Examinations ASAP after Filing; Phase Value; Happy Trails!; The LRMs Have Landed!; The Determ Letter Check is in the Mail, er, Fax Machine; Power Outage?; Upon Further Determ Review...; PBGC Insights; Pension Funding Summit; Small Business Week 2005; Web Spins - The Retirement Plans Site; Can We Talk?; 2005 IRS Nationwide Tax Forums; 2005 Mid-Atlantic Benefits Conference; Great Lakes Benefits Conference; 18th Annual Cincinnati Employee Benefits Conference; Northeast Employee Benefits Conference; 2005 Los Angeles Benefits Conference

03/2005

Special Edition,
February 17, 2005

Improved M&P and Volume Submitter Plan Program Now Open for Business

02/17/2005

News Flash,
February 16, 2005

Plan Amendments to Comply with New Automatic Rollover Provisions

02/16/2005

Special Edition,
February 2005

EP's Invigorated Enforcement Program;
EP Clarifies Short Service Memo

02/07/2005

Winter, 2005

EP Connections with Steven T. Miller; ESOPs, S Corps and 409(p); Follow Up on Form 2848 and Unenrolled Preparers; Cumulative Effect; Phased Retirement; Calling All Callers and E-mailers, Too; Amendments: Caveat Pre-Emptor?; DOL Corner; PBGC Insights; 2004: A Year That Was; The Corner of Forms & Pubs; Web Spins - The Retirement Plans Site; FY 2005 Work Plan; 2005 Los Angeles Benefits Conference

12/2004

Extra Special Edition,
November 17, 2004

Have We Got a Proposal For You: 403(b) Proposed Regulations; ACT Now; A Determination Letter Program for 403(b) Plans?; New Publication Now Available Online

11/17/2004

Special Edition, November 2004

 

EP Questions Plans Using Short Service Employees in Nondiscrimination Tests; ACT Now

11/2004

Extra Special Edition, October 22, 2004

 

Extended Deadline for Retroactive Annuity Starting Date Amendment; Model Amendment for Automatic Rollover Safe Harbors; They're Here: The 2005 Dollar Limitations!

10/22/2004

Special Edition, October 2004

 

IRS Continues to Oppose Deduction in ESOP Redemption Cases; Extended SEP and SIMPLE Contribution Deadline for Disaster Areas

10/2004

Fall, 2004

 

EP Connections - Interview with Marty Pippins; Unenrolled Preparers, Form 2848 and the IRS; Continuing Priorities: Making Guidance; Disaster Relief; This Year's Model (Amendments for 457 Government Plans); PBGC Insights; In-Sourcing a Resource Guide; Merger Ahead - Use Caution; DOL Corner; EFAST - Effective, Efficient and Evolving; Tips for Filing a Voluntary Correction Program Request; Are You EPTA Date, Part 2 - The New Website; Employee Plans Published Guidance; SWBA/IRS 15th Annual Conference; Central & Mountain States Benefits Conference Recap; Cincinnati Employee Benefits Conference Recap

09/2004

News Flash,
July 2004

IRS and Treasury Delay Effective Date of Section 1.417(a)(3)-1 Relative Value Regulations

07/06/2004

Summer, 2004

EP Connections: Interview with Evelyn Petschek; Steve Miller: New Head of IRS's TE/GE Division; Cash Balance/Age-Discrimination Regs Withdrawn; Final 401(a)(9) Regs Issued; ACT III; Update: "Plan Information Packets" are now "Check-Ups"; Retirement News for Employers; Examiner Tip: Common Audit CAP Issues; Did GUST Blow Right by You?; Update: Employers' Obligations to Veterans; PBGC Insights; DOL Corner; Form 5500: It's That Time of Year, Again; Central and Mountain States Benefits Conference; Employee Plans Published Guidance; Calendar of EP Benefits Conferences

06/2004

Special Edition,
April 2004

White Paper Results Are In; Asking for Comments: Pre-Approved Plans and the Determination Letter Program; Now That We Have Your Interest; In The Alternative; OK People, That's a RAP; Coming in the Summer 2004 Edition of Employee Plans News

04/2004

News Flash,
April 2004

New Venue for April 2004 Great Lakes Benefits Conference 04/07/2004

Spring, 2004

Special 3rd Anniversary Edition of EP Connections: Interview with Carol Gold; If It Sounds Too Good to be True; Put the Cart Before the Horse? – Plans Restated for GUST After EGTRRA Amendments Adopted; DOL Corner; Incomplete Determination Letter Applications; Revisiting the Place and Time of Conducting an Audit; News From the Land of Form 5500; News for Retirement Plan Sponsors; Web Spins – The Retirement Plans Site; The Corner of Forms & Pubs; Quick Hits; Employee Plans Published Guidance; 2004 IRS Nationwide Tax Forums; May 2004 Mid-Atlantic Employee Benefits Conference; June 2004 Northeast Employee Benefits Conference; April 2004 Great Lakes Benefits Conference; LA Benefits Conference Recap; Calendar of EP Benefits Conferences.

03/2004

Special Edition,
February 2004

EP Launches Web Section on Abusive Tax Shelter Schemes; New Abusive Tax Shelter Guidance; New User Fees for Employee Plans Technical Requests

02/2004

New Flash,
January 2004

Determination Letter Application Filed by February 2, 2004 Will Be Timely

01/22/2004

Winter, 2004

We're with the Government and We're Here to Help You; Interview with Tom Terry; DOL Corner; Conducting Audits at a Taxpayer's Place of Business; Examiner Tips: Hardship Distributions from 457(b) Plans can be Hard to Handle; The Future of Retirement Savings; That's the Employee Plans News; The "New" 401(k) Plan?; Employers' Obligation to Veterans; Employee Plans Team Audit; Published EP Guidance; Web Spins; Revised Form 5500 for 2003 Coming Soon; 2003 - The Year That Was; Quick Hits; The Corner of Forms & Pubs; EP Provides FY 2004 Program Guidance; Additional Relief for PEO Defined Contribution Plans; Calendar of EP Benefits Conferences

12/2003

Fall, 2003

Extension of Filing Deadline for M&P and Volume Submitter Plans; Making Guidance a Continued Priority; Interview with Bob Bell; TEDS: Who's Ted?; Pre-Approved Plans & Announcement 2001-77: Model Amendments; Examiner Tips: Checking for Checks; Revenue Procedure 97-41; MAP Reading; Playing Catch-Up with Multiemployer Plans; A Cornucopia of New Correction Programs Products; Published EP Guidance; Which Way to the Forums; EP Partners with Another SBO; The Corner of Forms & Pubs; Web Spins; Calendar of EP Benefits Conferences

09/2003

Special Edition,
August 2003

Filing Relief for M&P and Volume Submitter Plans; New Retirement Plan Correction Programs CD-ROM

08/2003

Special Edition,
July 2003

Summer Shower of Regulations; New 401(k) Regs Are Out; Upcoming Topics

07/2003

Summer, 2003

Interview with Joyce Kahn; New Catch-Up Regs Issued; September 30th: It's Getting Closer & Closer; EPCRS Recap; DOL Corner; The 401(k) Compliance Planning Group; ASBO International and the IRS: Partners for Compliance; The Past Plan Document is Prologue to Today's Application; Determination Letter Errors Aren't Always What They Appear to Be; The Cash Balance Plan Hearings: A Recap; Want an EIN Fast?; The Corner of Forms & Pubs; A New National Savings Campaign; Web Spins; Quick Hits; Published EP Guidance; Act II: New Members & New Reports; Non-Filer Update; Calendar of EP Benefits Conferences

07/2003

Special Edition,
June 2003

IRS Introduces New Streamlined and Simplified Voluntary Correction Program; Deadline for Amending M&P and Volume Submitter Plans

06/2003

Spring, 2003

Interview with Mark O’Donnell; Do You Know USERRA and SSCRA?; IRS/ASPA 2003 Webcast; 2003 IRS Nationwide Tax Forums; White Paper Follow-up; DOL Corner; Form 5500 Non-Filer Compliance; New Schedule SSA Requirement; New Retirement Plan Products; The Corner of Forms & Pubs; Published EP Guidance; Quick Hits; Calendar of EP Benefits Conferences

03/2003

Special Edition,
January 2003

Winter Flurry of Guidance; New Forms 5500 & 5500-EZ Available on Internet; Upcoming Topics

01/2003

Winter, 2003

New Regulations Address Cash Balance Plans; Cash Balance Conversion Plans - What Now?; DOL Corner; Interviews with Peter Breslin & Mike Ruzycki; Form 5500 Non-Filers: PWBA and IRS Begin New Enforcement Effort; Update: Section 457 Plans Guidance; Published EP Guidance; Final Regulations Issued on Plan Loans; The Corner of Forms & Pubs; Calendar of EP Benefits Conferences

12/2002

Special Edition,
November 2002

IRS Extends the GUST Remedial Amendment Period; FAQs regarding the New Minimum Distribution Rules; Proper Completion of Form 5307; PWBA and IRS Announce New Compliance Effort  

11/2002

Fall, 2002

Interview with Paul Shultz; EP Reviewing White Paper Comments; Legislative Update - 401(k) Blackout Periods; Another GUST Reminder; Publication 3998; EPCRS Made Even Easier; Published EP Guidance; The Corner of Forms & Pubs; Relief for PEO Defined Contribution Plans; Vesting of Separated Participants upon Plan Termination; Calendar of EP Benefits Conferences

10/2002

Special Edition, July 2002

Updates to Employee Plans Compliance Resolution System (EPCRS) - Highlights of Revenue Procedure 2002-47; Restorative Payments to Qualified Defined Contribution Plans; Update on Form 5310

07/2002

Spring/Summer, 2002

New Law Makes Some Big Changes to Retirement Plans; Newer and Even More Improved Distribution Rules; Revised LRMs for SEPs, SARSEPs, SIMPLE IRA Plans and Other IRAs; Retirement Plan Life Cycle; Streamlined Procedures for GUST Late Amenders; Crossing an EGTRRA Amendment with a GUST Determination Letter Request; Comment Period on White Paper Extended; POA Area Assignments; The Forms Corner; Good News for Fringe Benefit Plan Sponsors; Free 403(b)/457 CD-ROM; 2002 IRS Nationwide Tax Forums; Employee Plans Published Guidance; Calendar of EP Benefits Conferences 06/2002

Special Edition, April 2002
 

IRS Suspends Requirements to File Schedule F (Form 5500); More Form 5500 Relief - No Penalties for DFVC Filers; New Application Forms No Longer Require Duplicate Front Page; Correction to Winter Edition 04/2002

Winter, 2002

Need Guidance on Amending Your Plan? Just Visit Our Website; The New "Retirement Plans" Web Page; SEP Contributions; Revised Forms & Publications; Great Lakes Customer Satisfaction Survey Project; Published EP Guidance; Calendar of EP Benefits Conferences; Creation of New Technical Clearinghouse; Contacting TE/GE Customer Account Services 03/2002

Special Edition, February 2002

Useful Determination Program Information for GUST Applications 02/2002

Fall, 2001

Employee Plans Responds with Disaster Relief; Highlights of Revenue Procedure 2001-55; IRS Improves Employee Plans Determination Letter Process; Determination Letter Applications for Merged Plans; Volume Submitter Plans and Announcement 2001-77; Individualized Amendment of an M&P or Volume Submitter Plan; Master & Prototype/Volume Submitter Listing Now Available; EP Telephone Assistance; IRS Releases Revised Applications for Determination Letter Process; Employees Should Plan 2002 Retirement Contributions Now; EGTRRA Statutory Limitations; Forms 5300 and 5558 Filers Take Note; Interview with Joyce Kahn; EP CE&O Staff On-Board; Taxpayer Rights; Published EP Guidance; Don't Make Retirement a Taxing Event; 2001-2002 Calendar of EP Benefits Conferences; 2002 Employee Plans Work Plan; Revision of Form 8717 12/2001

Special Edition, November 2001

Employee Plans Response to the 9/11/2001 Terrorist Attack 11/2001

Summer, 2001

New Tax Law Impacts Retirement Plans; Release of Guidance Impacting Determination Letter Program; Advisory Committee Appointed; Interview with Preston Butcher; New Required Minimum Distributions Model Amendment; GUST Remedial Amendment Period; Modifications to DB LRM 40; Form 5500/5500-EZ Filing Tips; The Future of the EP Determination Letter Program; An Employee's Right to Demand Distribution of Employer Securities; Tips for Expediting the Determination Letter Process (Part II); Recurring Plan Issues in Determination Case Review; The Use of Electronic Data on EP Examinations; Re-write of Publication 571; Published EP Guidance; New Educational Products Available for IRC 403(b) and 457 Plans; 2001 Calendar of EP Benefits Conferences 08/2001

Special Edition, July 2001

Simplification of Determination Letter Procedures (Announcement 2001-77); EGTRRA Plan Amendment Procedures (Notice 2001-42) 07/2001

Spring, 2001

New Simplified Rules for Required Minimum Distributions; Master/Prototype & Volume Submitter Programs; New Employee Plans Compliance Resolution System Revenue Procedure; The Future of the EP Determination Letter Process; Tips for Expediting the Determination Letter Process; Types of Letters Issued for Plans; Published EP Guidance; Partnership for Compliance for IRC 403(b) Annuities; 2001 Calendar of EP Benefits Conferences 05/2001
Page Last Reviewed or Updated: 03-Dec-2014