Topics for Retirement Plans | |
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Information for Benefits Practitioner Find the resources you need to assist your clients with their plans - forms/pubs, guides, FAQs, checklists, published guidance, CPE texts, EP work plan, and newsletters, as well as info on educational services, conferences, determinations, correcting plan errors, contacting missing participants, abusive transactions, trends and tips, plan audits, CAS, types of plans, and more. Information for Plan Participant/Employee Find the resources you need as a participant in a retirement plan - forms and related instructions, publications, frequently asked questions, retirement tips for individuals, and customer account services, as well as information on types of plans, "Are you self-employed?" and more. Information for Plan Sponsor/Employer Find the resources you need as an employer sponsoring a retirement plan - forms and pubs, frequently asked questions, check-ups, tips, newsletters, and "How Do I...," as well as information on starting & maintaining a retirement plan, correcting plan errors, retirement plan audits, Abusive Tax Transactions, determinations, and more. Retirement Plans Community Site Map Need help finding a topic? Visit the Retirement Plans Community Site Map which contains a listing of information by topic on the Retirement Plans Community web site. Contact Employee Plans - Get Educational Services Contact us for answers to technical and procedural retirement plan questions, to make comments about our web pages, request an EP speaker for an educational event, and more. Correcting Plan Errors Tips on how to find, fix, and avoid common mistakes in retirement plans. Retirement Plan Forms and Publications Find the forms, instructions, publications, educational products, and other related information useful for retirement plans in one convenient place. Examinations/Enforcement EP Examinations is responsible for overseeing compliance with the retirement plan provisions of the Internal Revenue Code, including the protection of plan assets and of the interests/rights of participants. Newsletters Newsletters issued periodically during the year with retirement plan information from the office of Employee Plans (an operating unit of the Tax Exempt and Government Entities (TE/GE) Division). Published Guidance Regulations, revenue rulings, revenue procedures, notices, announcements, and other guidance relating to retirement plans. Retirement Plans Frequently Asked Questions (FAQs) General information about subjects of interest to retirement plans. Types of Retirement Plans Starting and maintaining specific types of plans. Enrolled Retirement Plan Agent Program (ERPA) Find out the details on the new ERPA Program. Determination, Opinion and Advisory Letters for Retirement Plans The EP Determination, Opinion and Advisory Letter program ensures that individually designed and pre-approved retirement plans contain the right provisions. Get information to update your plan, apply for a letter, check the status of your letter and the scope and benefits of favorable letter. |
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Page Last Reviewed or Updated: January 23, 2012