Additional Resources for Individuals
Requesting Copies of Plan Documents
How to request copies of documents in determination letter application files
Tax Topic Index
These Tax Topics contain general individual and business tax information.
Publication 4190, Tax Guide for the Retiree
Retirement Plans Frequently Asked Questions (FAQs)
General information about subjects of interest to participants in retirement plans.
Participant Events - What Participants Should Receive
Explanation of participant events, what notices participants should receive based upon these participant events and when these notices should be issued.
Plan Events - What Participants Should Receive
Explanation of plan events, what notices participants should receive based upon these plan events and when these notices should be issued.
Retirement Savings Tips for Individuals
Basic articles about planning for retirement and understanding your employer’s retirement plan.
How to Take Responsibility for Your Retirement
Helping you help yourself.
Are You Self-Employed?
Retirement information for plan sponsors and employers.
What is the Employee Plans Office and What Does it Do?
An overview of the office of Employee Plans (EP) under the Tax Exempt & Government Entities (TE/GE) operating division of the Internal Revenue Service.
Call, write or e-mail us with questions on retirement plan issues.
A summary of your rights as a taxpayer and the IRS' obligation to protect them.
Forms and Publications
A variety of forms, publications and products relating to retirement plans.
IRAs - Individual Retirement Accounts or Arrangements
Required Minimum Distribution Worksheets
Use these worksheets to calculate the amount of Required Minimum Distribution from your IRAs.
- Contribution Limits
How much can you contribute to your IRA?
- Individual Retirement Arrangements (IRAs)
Guide to IRAs and retirement plans funded with IRAs.
- Publication 560
Retirement Plans for Small Businesses (SEP, SIMPLE, and Qualified Plans)
- Publication 590
Individual Retirement Arrangements (IRAs)
- Form 5305
Traditional Individual Retirement Trust Account
- Form 5305-A
Traditional Individual Retirement Custodial Account
IRA Contribution Information
Roth Individual Retirement Trust Account
Roth Individual Retirement Custodial Account
Roth Individual Retirement Annuity Endorsement
403(b) Tax-Sheltered Annuities
403(b) Mini-Course for Employees- Presentation on operating 403(b) plans and how they work.
403(b) Tax-Sheltered Annuity for Participant
Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations
Retirement Income and Distributions
Taxable and Nontaxable Income
Pension and Annuity Income
General Rule for Pensions and Annuities
Wage and Tax Statement
Tax on Lump-Sum Distributions
Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
Distributable Benefits From Employee Pension Benefit Plans
Power of Attorney and Declaration of Representative
Credit for Qualified Retirement Savings Contributions
Department of Labor Resources
Retirement Information from the Department of Labor’s Employee Benefits Security Administration Consumer Information On Retirement Plans
Taking The Mystery Out Of Retirement Planning
A guide to assist you in retirement planning.
Top 10 Ways to Beat the Clock and Prepare for Retirement
Helpful hints to assist in your preparation for retirement.
Savings Fitness: A Guide to Your Money and Your Financial Future
A guide to assist you in setting your financial and retirement goals.
What You Should Know About Your Retirement Plan
An overview of the information a plan is required to disclose to employees and participants.
Protect Your Pension: A Quick Reference Guide
A quick reference guide on how to find out who is managing your pension money and explaining the rules that pension managers must follow.
A Look at 401(k) Plan Fees for Employees
Answers to some common questions about fees and expenses that may be paid by your 401(k) plan.
How to File a Claim for Your Benefits
An outline of the steps you may take to file a claim and what to do if you are denied benefits.
- Department of Labor Participant Rights Web Page
Know what participant benefit rights are and how to make the benefits work for the participant.
Retirement Information from usa.gov
Official information and services from the U.S. government
Retirement Information from U.S. Financial Literacy and Education Commission
Providing financial education resources for all Americans
Retirement Information from the Social Security Administration
Retirement Information from the Pension Benefit Guaranty Corporation
Information for Workers and Retirees
Investor Tools from the Securities and Exchange Commission
Calculators for Investors
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