Beginning of main content

Contents of Directory irs-tege

Parent Directory

Name Date Size Description
directive_vesting_043012.pdf 2016-07-05 00:00:00 333.28 KB EP Directive Vesting Memo
dc_lrm.pdf 2017-04-14 00:00:00 209.5 KB EP Defined Contribution Listing of Required Modifications and Information Package LRM
db_lrm.pdf 2016-06-06 00:00:00 3.48 MB EP Defined Benefit Listing of Required
dc_lrm1011.pdf 2016-06-06 00:00:00 388.37 KB EP DC LRM 10 11
db_plan_updated_phoneforum_transcript.pdf 2016-11-10 00:00:00 176.22 KB EP DB Plan Updated Phone Forum Transcript
db_phoneforum_presentation.pdf 2016-07-14 00:00:00 399.78 KB EP DB Plan Update Phone Forum Presentation
db_lrm_0413_clean.pdf 2016-07-14 00:00:00 1.01 MB EP DB LRM 04 2013 Clean Version
db_lrm_0413.pdf 2016-07-14 00:00:00 1.72 MB EP DB LRM 04 13
lrm_crosstest.pdf 2016-06-06 00:00:00 26.12 KB EP Cross Testing LRM
letter1562d_epcu.pdf 2016-06-06 00:00:00 42.07 KB EP Compliance Check Letter
cola-table.pdf 2022-10-24 14:38:52 191.17 KB EP COLA Table
coda_lrm1011.pdf 2016-06-06 00:00:00 139.58 KB EP CODA LRM 10 11
coda_lrm0106.pdf 2016-06-06 00:00:00 155.42 KB EP CODA LISTING OF REQUIRED MODIFICATIONS
letter1564a_epcu.pdf 2016-06-06 00:00:00 50.88 KB EP Closing Letter with Changes Noted
letter1564_epcu.pdf 2016-06-06 00:00:00 22.07 KB EP Closing Letter
changes_db_lrm.pdf 2016-06-06 00:00:00 29.52 KB EP Changes to DB LRM
letter1563b_epcu.pdf 2016-06-06 00:00:00 26.46 KB EP Change of Address Letter
cert_interim_amendments.pdf 2016-06-06 00:00:00 13.7 KB EP Certification of Interim Amendments
cc_04_38.pdf 2017-04-14 00:00:00 31.11 KB EP CC 2004 038
lrm_cashbalance0615.pdf 2017-04-04 00:00:00 272.81 KB EP Cash Balance LRM
benefits_restrictions_phoneforum_transcript.pdf 2017-01-19 00:00:00 77.07 KB EP Benefits Restrictions Phone Forum Transcript
benefits_restrictions_presentation.pdf 2017-01-26 00:00:00 386.86 KB EP Benefits Restrictions Phone Forum Presentation
auto_enroll_fact_sheet.pdf 2016-09-16 00:00:00 561.89 KB EP Automatic Enrollment Fact Sheet
audit_eff_guide.pdf 2017-03-13 00:00:00 407.9 KB EP Audit Efficiency Guide
application_for_preapproved_403b_plan.pdf 2016-09-02 00:00:00 585.46 KB EP Application for Pre approved 403b Plan
5330_phoneforum_4979.pdf 2017-01-26 00:00:00 370.06 KB EP 5330 Phone Forum Example of 5330 IRC 4979
409a_presentation.pdf 2016-09-14 00:00:00 56.6 KB EP 409A Presentation
403b_lrm0315_redlined.pdf 2017-01-19 00:00:00 1.06 MB EP 403b LRM Redlined
403b_lrm0313.pdf 2016-09-14 00:00:00 1.11 MB EP 403b LRM
403b_letter_1562x.pdf 2016-10-06 00:00:00 37.48 KB EP 403b Higher Ed Letter 1562X
403b_instructions_higher_ed.pdf 2016-09-16 00:00:00 22.6 KB EP 403b Higher Ed Instructions
403b_glossary_higher_ed.pdf 2016-09-16 00:00:00 86.46 KB EP 403b Higher Ed Glossary
403b_form_886a.pdf 2016-11-09 14:03:04 615.65 KB EP 403b Higher Ed Form 886A
403b_attachment1.pdf 2016-09-16 00:00:00 101.88 KB EP 403b Higher Ed Attachment 1
epcu_401k_questionnaire.pdf 2016-09-16 00:00:00 1.77 MB EP 401k Compliance Check Questionnaire
forum15_sep_simple_avoiding_pitfalls.pdf 2016-09-20 00:00:00 2.64 MB EP 2015 Tax Forum Presentation SEP and SIMPLE IRA Plans Avoiding Pitfalls
2015_reference_list.pdf 2017-01-19 00:00:00 88.71 KB EP 2015 Reference List
2014_reference_list.pdf 2016-11-18 00:00:00 526.52 KB EP 2014 Reference List
forum13_roth_conv_opps.pdf 2016-08-15 00:00:00 277.2 KB EP 2013 Tax Forum New Roth Conversion Opportunities Other Retirement Curveballs
forum13_loans_hardship_distns.pdf 2016-08-15 00:00:00 279 KB EP 2013 Tax Forum Grab the Money and Run Retirement Plan Loans and Hardship Distributions
2013_reference_list.pdf 2016-11-18 00:00:00 557.89 KB EP 2013 Reference List
2012_reference_list.pdf 2016-11-18 00:00:00 1.06 MB EP 2012 Reference List
2011_reference_list.pdf 2016-11-18 00:00:00 547.33 KB EP 2011 Reference List
2010_reference_list.pdf 2016-11-18 00:00:00 594.68 KB EP 2010 Reference List
2001_rates.pdf 2017-03-21 00:00:00 43.95 KB EP 2001 Rates
fy2011_eo_workplan.pdf 2014-04-24 00:00:00 277.21 KB EO Fiscal Year 2010 Annual Report and 2011 Work Plan (December 2010)
EOExam_Org_Chart.pdf 2016-07-14 00:00:00 19.46 KB EO Examinations - Organizational Chart (12-2012)
eo_exam_areas.pdf 2013-12-06 00:00:00 34.19 KB EO Examination Areas Map (11-2012)
EO_Exam_Areas_112013.pdf 2016-06-23 00:00:00 31.49 KB EO Exam map
501c7_cpe_articles.pdf 2020-07-08 00:00:00 24.93 KB EO Continuing Professional Education Articles - IRC 501(c)(7)