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Retirement Plan Sponsor/Employer – Additional Resources

Retirement Plans FAQs

Retirement Plans Check-Up
Three-step approach designed to help business owners properly operate their retirement plans

Phone Forums
Register to earn CE credits, get handouts and recordings

IRS Nationwide Tax Forum Presentations
Slides, speakers’ notes and video from the Employee Plans presentations

Get an EIN for a retirement plan trust
Use the trust’s EIN, not the sponsor’s, for Forms 945 and W-9

Retirement plan audits
Preparing for a retirement plan audit

Page Last Reviewed or Updated: 22-May-2014