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Retirement Planning

 

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Retirement Plan Administration

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Filing and Reporting Requirements

 

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Tax Exempt Government Entities Division At a Glance
Taxpayer Bill of Rights

News

IRS Activities Following the Shutdown
Tax Exempt and Government Entities Fiscal Year 2018 Accomplishments Letter
New Electronic VCP Submission Process Video
Pre-Approved Filing Deadline Rapidly Approaching
Required Amendments List for Qualified Retirement Plans
Tax Reform
2019 retirement plan and IRA limits
TE/GE FY 2019 Program Letter
Updated Retirement Plan Correction Procedures
Avoid Making Incomplete VCP Submissions
Extension of temporary nondiscrimination relief for closed DB plans
Deadline to submit pre-approved DC plans extended
Final regs. amend QMAC and QNEC definitions
Revised VCP Forms - Model VCP Schedules
ACT 2018 Report of Recommendations
New IRS Strategic Plan for Fiscal years 2018-2022
Applications for Pre-Approved Defined Contribution Plan Opinion Letters
Form 5310 Retroactive User Fee Change – Rev. Proc. 2018-19
Adoption deadline - pre-approved DB plans with opinion/advisory letters
Voluntary Correction Program User Fees Changes
Disaster Relief Retirement Plan Distribution and Loan Options
Missing Participants and Beneficiaries and Required Minimum Distributions
Pre-approved 403(b) Plans – Effective Date Addendum
Avoid Overpaying User Fees for Your Voluntary Correction Program Submission
Operational Compliance List
Required Amendments List
EP Issue Snapshots
Newsletters