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Tax Information for Retirement Plans Community

Diversity business team
 
   Retirement & Savings Initiatives
The initiatives expand opportunities for automatic enrollment in plans, permit workers to save payments they would receive for unused vacation or other similar leave in their retirement plan, help employees and employers better understand their tax-favored savings options, and make it easier to save tax refunds.
 
Retirement News for Employers - Fall 2009
The edition includes articles such as Roth & Roll: 2010 Roth IRAs & Rollovers; 5500 for 2009 and Later Required to be Filed Electronically; Establishing a SEP or SIMPLE IRA Plan; IRA Investments; New Web Tool for SARSEP Plans; and more.

Funding Rules & Benefit Restriction Notices for Single Employer Defined Benefit Plans
Special Edition of the Employee Plans News, October 13, 2009, covers the final regulations on the measurement of assets and liabilities for pension funding, benefit restrictions for underfunded pension plans, benefit restriction notices and more.


IRS Seeks Applications for TE/GE Advisory Committee
Application now available for four vacancies on the TE/GE Advisory Committee (ACT).

Cost-of-Living Increases
Just released, 2010 annual dollar limits!

Waived Required Minimum Distributions for 2009
Rollover relief and sample plan amendments.

EP Volunteer Law Student Program for Spring 2010 Semester
Opportunity for law students/LLM candidates to be part of a team working on EP training materials.

403(b) Mini-Course
Presentations on operating 403(b) plans and how they work.

Rollovers Resources
For rollovers to and from retirement plans.

    Retirement Plans Navigator
Web guide for choosing a retirement plan, maintaining it and correcting plan errors.

Fix-It Guides Available
Find, fix, and avoid common mistakes in plans.

Employee Plans Programs
Specialty areas: Determinations, Audits, EPCU, EPTA, ERPA, and more.

Nonbank Trustees and Custodians
Guidance, application procedures and approved nonbank trustees and custodians.

TE/GE ACT Report Issued June 10, 2009
Recommendations to the IRS Commissioner and TE/GE.

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Page Last Reviewed or Updated: November 19, 2009