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Additional Resources for Individuals

IRS Resources

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.

Contact Us
Call, write or e-mail us with questions on retirement plan issues.

Taxpayer Rights
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

 


Roth IRAs

 


403(b) Tax-Sheltered Annuities

  • 403(b) Mini-Course for Employees- Presentation on operating 403(b) plans and how they work.
  • Publication 4482
    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

 


Other Forms

  • Form 2848
    Power of Attorney and Declaration of Representative
  • Form 8880
    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

 


Other resources

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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Page Last Reviewed or Updated: 20-Jun-2014