Additional Resources for the Plan Sponsor/Employer
Frequently asked questions, retirement plan “check-ups,” phone forums, tips on saving for retirement, and other helpful information
Retirement Plans Frequently Asked Questions
How much can I contribute and deduct? What forms do I need? Do I need to revise my plan because of a new tax law? Find questions and answers on these subjects of interest and more.
Plan Sponsor's Responsibilities
Tips for keeping your retirement plan running smoothly.
Retirement Plans Check-Up
Three-step approach designed to help business owners properly operate their retirement plans.
Phone Forum – Employee Plans
Upcoming and recently held phone forums on various retirement plan topics including, if available, forum transcripts and handout materials.
EP Compliance Trends & Tips
See where EP has found mistakes so that you too don’t fall victim to these common problems.
IRS Nationwide Tax Forum Presentations
View or download the slides and speaker's notes from the Employee Plans presentations at the IRS Nationwide Tax Forums.
Obtain or Re-establish an EIN for a Retirement Plan Trust
Use the trust’s EIN, not the sponsor’s, for Forms 945 and W-9.