Retirement Plan Forms and Publications
We’ve got everything here from Form 1099-R to Pub 590 (on IRAs), from newsletters to handy “check-up” lists, and so much more.
EP Forms & Publications
Forms, instructions, and publications related to retirement plans.
Listing of Required Modifications (LRMs)
A collection of information packages designed to assist in drafting or re-drafting plans to conform with applicable laws and regulations.
EP Examination Guidelines
Guidance on specific technical topics relating to qualified retirement plans.
Alert Guidelines, Explanations & Plan Deficiency Paragraphs
Forms and documents used by Employee Plans Specialists during their review of retirement plans. Review these items prior to submitting a determination letter application to the Service.
Have you had your Check-up this year? for Retirement Plans
For a quick review to see if you meet some basic requirements in operating your business’s retirement plan, get a one-page IRS Checklist of questions for your specific plan.
Retirement plan information geared toward benefits pros and employers alike.
Retirement Savings Tips for Individuals
Plain-language information about retirement plans that employers can share with their employees.