Find resources for drafting or amending retirement plan language to address law changes.

Operational Compliance List

Is your retirement plan pre-approved by the IRS? Apply or check the status of a determination, opinion or advisory letter.

We conduct audits of retirement plan operations to ensure compliance with the Internal Revenue Code, including the protection of the interests and rights of participants.

Information on phone forums, nationwide tax forums and other educational services. Also, educational products developed specifically for the retirement plan community.

The IRS is engaged in extensive efforts to curb abusive tax shelter schemes and transactions. A listing of those transactions which require disclosure and other resources have been provided.

The IRS maintains a list of entities approved, under Treas. Reg. §1.408-2(e), to serve as nonbank trustees or custodians.