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Issue
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Highlights
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Release Date
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Fall 2011
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Paying Retirement Plan Benefits; Maximize your Retirement Savings in 2012; SIMPLE IRA plans can’t be amended or terminated during the plan year; SEP and SIMPLE IRA plans don’t have the same contributions limits as IRAs; Disaster Relief for Retirement Plans and IRAs; Exam Director discusses priorities for the current fiscal year; EPCRS Phone Forum; Join the ACT!; Revised Form 5300; Form 5558 Reminders; Form 8955-SSA FAQ; Mark Your Calendar; DOL News |
11/2011
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Summer 2011
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Tips - Avoid compensation-related errors; How to correct - Fix contributions based on the wrong definition of compensation; Partners - Determine a partner’s “compensation” for retirement plans; Plan Distributions - How much to withhold; Exam Update - LESE exam projects; News widget; Phone Forums; Past presentations; Disasters; EP Recent Published Guidance; DOL News; Mark Your Calendar; Retirement Tips for Individuals |
08/2011
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Spring 2011
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Retirement Plans for Self-Employed People; Voluntary Correction Program Submissions - Common Mistakes; Higher Education Organizations Have to Comply with the Universal Availability Rule; Are You Covered by an Employer’s Retirement Plan?; SEP Plans in a Partnership; What Should I Expect From My Service Provider?; New Small Business Retirement Plan Resources Web Page; 403(b) Plans; New and Updated Forms and Publications; DOL News; EP Recent Published Guidance; Mark Your Calendar; Timing is Everything |
05/2011
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Winter 2011
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Pre-Approved Retirement Plans - Tips for Employers; Fixing Common Plan Mistakes - SIMPLE IRA Sponsors with a Related Business; Webinar - Plans for Small Businesses (April 7, 2011); Compliance Checks - I Received a Letter, Now What?; Latest 401(k) Questionnaire Developments; EP Phone Forums; We’re Glad You Asked!; New on the Web; Workshops for Small and Mid-Size 501(c)(3) Tax-Exempt Organizations; IRS Tools; Online Services; DOL News; EP Recent Published Guidance; Mark Your Calendar; Timing is Everything |
02/2011
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Special Edition,
January 11, 2011
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Qualified Charitable Distributions; New Requirements for Tax Return Preparers |
01/12/2011
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Fall 2010
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In-Plan Roth Rollovers; Rollovers as Business Start-Ups; Fixing Common Plan Mistakes; Form 5500 Notices Sent in Error Need a Response; Desk Side Chat...With Monika Templeman; We’re Glad You Asked!; What is an Annuity?; Download Free Material on IRS.gov; New on the Web; Governmental Plans Updates; DOL News; EP Recent Published Guidance; Mark Your Calendar; Timing is Everything |
11/26/2010
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Special Edition,
November 5, 2010
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Form 5558 Requests for Extension That May Have Been Inadvertently Denied; Form 5500-EZ Mailing Address; PTIN - Additional Information; IRS Seeks Members for ACT; Information Reporting Program Advisory Committee Report |
11/2010
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Special Edition,
October 1, 2010
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New Law Allows In-Plan Rollovers to Designated Roth Accounts; Paid Tax Return Preparers |
10/2010
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Summer, 2010
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Post April 30, 2010, Issues Impacting Adopting Employers Who Use IRS Pre-Approved Plan Documents; Pension Funding Relief; What is an Actuary?; We're Glad You Asked!; Form 5500 Schedules Update; Revised Publications; Phone Forums; DOL News; Deskside Chat... With Monika Templeman; EP Recent Published Guidance; Mark Your Calendar; Timing is Everything |
08/2010
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Spring, 2010
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401(k) Questionnaire Coming to 1,200 Employers; Upcoming 5500 Filing Deadline; Small Business Week; We’re Glad You Asked!; Fixing Common Plan Mistakes: Improper Forfeiture Suspense Accounts; IRS Employee Plans Videos - Helping Small Business Owners and Employees; Save the Date for Our Nationwide Tax Forums!; New Profit Sharing Publication; The Filing Cabinet; Desk Side Chat…With Monika Templeman - Who Can Represent a Plan Sponsor During an Employee Plans Examination?; IRS Summer Phone Forums; DOL News; Employee Plans Published Guidance; Mark Your Calendar; Timing Is Everything |
05/2010
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Winter, 2010
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April 30, 2010 Filing Deadline for Adopting Employers of Pre-Approved Plans – Filing Tips for Submissions; Deadline for Making Employer Contributions; Clarification of HEART Act Changes for Retirement Plans; Future Requirements for Tax Return Preparers; Have You Heard of ERPAs?; The Filing Cabinet; New on the Web; We’re Glad You Asked!; Is Your Distribution from Your Roth IRA Taxable?; Desk Side Chat…With Monika Templeman - The Latest in the World of Code §403(b) Plans; SEP Plan Pitfalls Phone Forum (Free) - February 26, 2010; DOL News; Employee Plans Published Guidance; Mark Your Calendar; Timing Is Everything Flyer |
02/2010
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Fall, 2009
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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; We’re Glad You Asked!; New on the Web; Employee Plans Published Guidance; Desk Side Chat…With Monika Templeman: The Importance of Internal Controls and Plan Self-Correction; DOL News; Mark Your Calendar; Timing is Everything |
11/2009
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Special Edition,
September 2009
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Retirement & Savings Initiatives: Helping Americans Save for the Future; Rollovers from Employer Plans to Roth IRAs; Now Online |
09/2009
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Summer, 2009
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7 Steps to Making a Hardship Distribution; Know the Rules Before You Break Open Your Retirement Piggy Bank; Tax Return Preparer Review Held July 30, 2009; New on the Web; SIMPLE IRA Plans: The 2-Year Rule on Early Distributions; Fixing Common Plan Mistakes: Correcting a Failure to Implement the Plan's Automatic Enrollment Provisions; Employee Plans Published Guidance; Desk Side Chat...With Monika Templeman - ABCs of Loans and Hardship Distributions; We're Glad You Asked!; DOL Corner; 2009 RMDs from Defined Benefit Plans?; Mark Your Calendar; Timing Is Everything Flyer
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08/2009
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Spring, 2009
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Do You Have a Safe Harbor 401(k) Plan? Ahhh…Relief; New Federal Income Tax Withholding for Pensions; We’re Glad You Asked!; Like What You are Reading?; Information Reporting Program Advisory Committee Is Looking for New Members; EPCRS Phone Forum – July 27, 2009; e-News for Small Businesses: A Time-Saver for You; Desk Side Chat…With Monika Templeman – Automatic Enrollment; Employee Plans Published Guidance; New on the Web; DOL News; Notice of Approval to Extend Form 5500 Filing; Mark Your Calendar; Timing Is Everything Flyer |
05/2009
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Winter, 2009
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Did You Amend Your SIMPLE IRA Plan for EGTRRA?; New Law Waives Required Minimum Distributions for 2009; We’re Glad You Asked!; New on the Web; Automatic Enrollment 401(k) Plans for Small Businesses; Fixing Common Plan Mistakes: Failure to Limit Contributions for a Participant; Recent Guidance; New Form 990 Requirements; The Filing Cabinet; Desk Side Chat With Monika Templeman - The Biggest Mistake; DOL News; Mark Your Calendar; Timing Is Everything Flyer |
02/2009
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Special Edition,
January 2009
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New Law Affects Required Minimum Distributions for 2009; Please Take Our Survey |
01/2009
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Special Edition,
December, 2008
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Extension of Year-End Deadline for 403(b) Plan Sponsors |
12/2008
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Fall, 2008
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Help Your Employees Weather the Storm: Hardship Withdrawals and Loans from Retirement Plans; New on the Web; Recent Guidance; Do the Right Thing Even When Times are Tough!; Desk Side Chat with Monika Templeman - Is My Plan the Right Plan?; Required Minimum Distribution Reminder; RNE Survey; Fixing Common Plan Mistakes: Failure to Provide a Safe Harbor 401(k) Plan Notice; We're Glad You Asked!; 2009 Retirement Plan Limits Announced; DOL News; Mark Your Calendar; Timing Is Everything Flyer |
11/2008
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Special Edition,
August 29, 2008
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Back to School Guidance |
08/29/08
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Summer, 2008
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New Resource Helps Keep Your SEP Plan Compliant; Desk Side Chat with Monika Templeman - Responsibilities to Employees; Form 5307 Has Been Revised; We're Glad You Asked!; SARSEP Plans Examination Trends; Have a HEART for Our Heroes; Things to Remember - 2007 Forms 5500/
5500-EZ; ERPA Contract Awarded - Testing to Begin January 2009; Recent Guidance; DOL News; Fixing Common Plans Mistakes: Participant Loans in 401(k) Plans; Mark Your Calendar; Timing is Everything Flyer |
08/15/08
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Special Edition,
August 14, 2008
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It's Here! Revenue Procedure 2008-50 Updates IRS's Employee Plans Compliance Resolution System; How Does the Self-Correction Program Work for You? Let Us Hear from You! |
08/14/08
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Spring, 2008
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EP Connections: Interview with Joyce Kahn - New Law...Help for the Small Employer; Desk Side Chat with Monika Templeman - What Do I Do if My Plan is Selected for an Examination?; New on the Web; We’re Glad You Asked!; ERPA is Picking Up Speed; Product Profile - 401(k) Fix-It Guide - Online Resource; Written Plan Requirement for 403(b) Plans; This Way to the Forums; Recent Guidance; DOL News; Fixing Common Plan Mistakes - Hardship Distributions in a 401(k) Plan; Mark Your Calendar; Timing is Everything Flyer |
05/2008
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Winter, 2008
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How Much Can You Deduct in Your Retirement Plan?; We're Glad You Asked!; New on the Web; Keeping Your Plan in Compliance; Using a Plan Amendment for Correction in the Self-Correction Program; Recent Guidance; The Filing Cabinet; IRS Employee Plans Videos - Now Available Online; DOL News; Mark Your Calendar; "Timing Is Everything" Flyer |
02/2008
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Special Edition,
November 30, 2007
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Model 403(b) Plan Language and Additional Guidance Issued |
11/30/2007
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Fall, 2007
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Is an Automatic Contribution Feature Right for Your Plan?; New on the Web; Desk Side Chat with Monika Templeman: Common Errors Uncovered in Audits of SEP and SIMPLE IRA Plans; Recent Guidance; Did You Receive a Form 5500 Delinquency Notice?; Form 5500 Filing Relief Due to California Wildfires; Determination Letter Program Halted for Some Defined Contribution Plans; 2008 Retirement Plan Limits Announced; Fixing Common Plan Mistakes: Correcting a Failure to Effect Employee Deferral Elections; The Filing Cabinet; Product Profile: 403(b) Checklist; DOL Corner; Upcoming Conferences and Key Dates |
11/2007
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Summer, 2007
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Announcing the New Interactive Navigator; Critical FewPoints ... by Monika Templeman (Director, EP Examinations); The Fix Is In: Common Plans Mistakes; DOL News; The Filing Cabinet; Net Gains; Let's Just Take One Three-Month Period at a Time; "Timing is Everything" Flyer |
08/2007
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Special Edition,
July 2007
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The 403(b) Regulations Finally Go Final; Announcement 2007-63 Clarifies the IRS' Position on the Elimination of the Schedule P (Form 5500) |
07/2007
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Spring, 2007
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Critical FewPoints...By Monika Templaman (Director, EP Examinations); Final 415 Regulations Published; The Fix Is In: Common Plan Mistakes; Subscribe to a Free IRS Newsletter for Businesses; DOL News; Product Profile - Retirement Plans for Small Businesses (SEP, SIMPLE, and Qualified Plans); The Filing Cabinet; Net Gains; Final Designated Roth Account Under Section 402A Regulations Published; EP TDI Notices; Let's Just Take It One Three-Month Period at a Time; "Timing is Everything" Flyer |
05/2007
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Winter, 2007
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IRS Issues Additional Pension Protection Act of 2006 Guidance and Introduces Web Page; Use of Electronic Media for Providing Employee Benefit Notices and Making Employee Benefit Elections and Consents; Setting Up IRA Accounts for Plan Participants; Criticial FewPoints...By Director, EP Examinations; Product Profile - Payroll Deduction IRAs for Small Businesses; The Fix is In: Common Plan Mistakes; Net Gains; DOL News; The Filing Cabinet; Let's Just Take It One Three-Month Period at a Time; "Timing is Everything" Flyer |
02/2007
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Fall, 2006
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Provisions of the Pension Protection Act of 2006 Effective in 2007; The ACT Asks for Your Comments; Delay in Effective Date for Regulations Under Section 403(b); Critical FewPoints...by Michael Julianelle (Director, EP Examinations); Product Profile - Have you had your Check-up this year? for 401(k) Retirement Plans; The Fix Is In: Common Plan Mistakes; Safe Harbor Notice Reminder; DOL Corner; Net Gains; The Filing Cabinet; Let's Just Take It One Three-Month Period at a Time; "Timing is Everything" Flyer |
11/2006
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Special Edition,
October 2006
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National Save for Retirement Week; They're Here: The 2007 Dollar Limitations! |
10/2006
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News Flash,
August 2006
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Delay in Effective Date for Regulations under Section 403(b); Correction |
08/2006
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Summer, 2006
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Pension Protection Act of 2006; Waiver of the 60-Day Rollover Period; New User Fee Schedule for 2006; President Signs HERO Act; A Virtual Small Business Tax Workshop DVD; Critical Fewpoints...by Michael Julianelle (Director, EP Examinations); The Fix Is In: Common Plan Mistakes; Product Profile - Designated Roth Accounts under a 401(k) or 403(b) Plan Publication; The Filing Cabinet; Net Gains; DOL Corner; This Way to the Forums; Let's Just Take It One Three-Month Period at Time; "Timing is Everything" Flyer. |
08/2006
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Spring, 2006
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A New and Improved EPCRS; Product Profiles - 403(b) Tax-Sheltered Annuity Plan for Sponsor and 403(b) Tax-Sheltered Annuity for Partcipant; We're the Big Oh-Two; Critical FewPoints...by Michael Julianelle (Director, EP Examinations); The Filing Cabinet; New DVD on Identity Theft; Net Gains; The Fix Is In: Common Plan Mistakes; This Way to the Forums; Let's Just Take It One Three-Month Period at a Time; "Timing is Everything" Flyer. |
05/2006
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Special Edition,
March 2006
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IRS Offers Relief to Employers with SIMPLE IRA Plans |
03/2006
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Winter, 2006
(Revised)
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Good For You...And good for your employees, too; Product Profile - SEP Retirement Plans for Small Businesses Publication; Roth 401(k) Update; Critical FewPoints...by Michael Julianelle (Director, EP Examinations); Net Gains; "Timing is Everything" Archive; The Fix Is In: Common Plan Mistakes; The Filing Cabinet; DOL Corner; "Timing is Everything" Flyer
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02/2006
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Special Edition,
January 2006
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Answers to Roth 401(k) Questions are Here!
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01/2006
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Fall, 2005
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Timing is Everything; Critical FewPoints...by Michael Julianelle (Director, EP Examinations); We Have a New Look; More Relief for Hurricane Victims; Product Profile - The Retirement Plan Products Navigator; The Filing Cabinet; They're Here: The 2006 Dollar Limitations!; DOL News; The Fix Is In; Common Plan Mistakes; Timing is Everything Flyer
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12/2005
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Special Edition, September 2005
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An Easy Way for Businesses and Employees to Help Hurricane Victims: Leave Donations; Disaster Relief: Help From IRS and Retirement Plans; Filing and Funding Relief
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09/2005
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Summer, 2005
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All the News That Fits; SIMPLE IRA Plans for Small Businesses Publication; While We're on the Subject...; Choosing a Tax Professional; Critical FewPoints...by Michael Julianelle (Director, EP Examinations); The Fix Is In: Common Plan Mistakes; The Filing Cabinet; Let's Just Take It One Three-Month Period at a Time
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08/2005
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Spring, 2005
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IRA Resource Guide: On CD and Online; IRA Investments; The Fix Is In: Common Plan Mistakes; Since You Asked: SIMPLE IRA Plan Exam Program Selections; It's Not Too Late! The 2005 IRS Nationwide Tax Forums; Your 401(k) and Your TPA; New Tax Shelter Reporting Rules; The Filing Cabinet; DOL News; Calendar of Events and Deadlines
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05/2005
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Winter, 2005
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Good Business and Good Tax Planning, Too; Retirement Savings Contribution Credit; Small Business Week 2005; The Fix Is In: Common Plan Mistakes; Product Profile - Choosing a Retirement Solution for Your Small Business Publication; Tax Law is Complex but We Can Help; There's No Need to Panic; The Filing Cabinet; DOL News
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02/2005
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Fall, 2004
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10 Reasons to Put Off Saving for Retirement; The Fix Is In: Common Plan Mistakes; Product Profile; Unenrolled Preparers, Form 2848 and the IRS; They're Here: The 2005 Dollar Limitations!; DOL News; Extended SEP and SIMPLE Contribution Deadline for Disaster Areas
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11/2004
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Summer, 2004
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Another Way to Spell "Relief": E-P-C-R-S; Can't Find A Beneficiary?; All You Ever Needed to Know About Dollar Limits; Product Profile - 401(k) Plans for Small Businesses Publication; Net Gains; New Program to Assist Small Employers with Their Retirement Plans; The Filing Cabinet; Are You Using the Correct Address?; Short Stories; Let's Just Take It One Three-Month Period at a Time
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08/2004
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Spring, 2004
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Welcome from Carol Gold, Director, Employee Plans; We're With the Government and We're Here to Help You; Veterans, Employers and Retirement Plans; Small Business Week 2004; Retirement Plan Products; And the #1 Helpful Filing Tip for Form 5500 is...; Short Stories; Conducting Audits at a Taxpayer's Place of Business; Want an Employer Identification Number Fast?; Let's Just Take It One Three-Month Period at a Time.
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05/2004
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