EP Examination Process Guide - Section 8 - Customer Education and Outreach |
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This section of the Guide provides information on how to obtain educational materials, retirement forms and publications, customer account services, and other helpful information for plan participants, plan sponsors and representatives.
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Employee Plans - A Closer Look
An overview of the office of Employee Plans under the Tax Exempt & Government Entities (TE/GE) operating division of the IRS, including historical insight into the retirement system and statistical information on retirement plans from IRS, DOL and PBGC sources.
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Benefits Conferences
These conferences are co-sponsored by the IRS (Employee Plans) and offer customer education on various retirement plan topics.
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Request Educational Products and Services
Information regarding speaking engagements, tax forums and other educational services. Also, educational products developed specifically for the retirement plans community.
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Disaster Relief Information
The Service has provided a variety of disaster relief measures for retirement plan sponsors including early distributions, leave donations, filing and funding relief and help from the IRS and Department of Labor.
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Forms & Publications
Forms, publications, filing tips and other resources relating to retirement plans.
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Page Last Reviewed or Updated: August 24, 2011