Employee Plans Compliance Unit - Approved Projects |
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These projects have been approved by the Project Selection Committee. The projects are then prioritized with other approved projects and may be started based on a variety of factors, including staffing resources, time commitments, and potential project workload volume.
- Funding – Delinquent Forms 5500
- Defined Benefit Plans with Questionable Funding
- Real Estate Holdings
- Minimum Required Distributions
- Short Plan Years
- Forms 1099-R
- Forms 1099-R No Withholding
- Ineligible Employers Project
- Adoption of Interim Amendment
- Sham Collective Bargaining Agreement (CBA) Project
- Nonqualified 401(k) Plan Project
- 403(b) Plan Document Project
- Deemed Distributions Project
- Top-Heavy Project
- Complete Discontinuance Project
- Frozen Plan Amendment Project
- Small Plan 415 Limit Project
- Non-Amender Project
- Form 5310-A Data Project
- Data Analysis Validation Study
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Page Last Reviewed or Updated: November 01, 2011