Resources for Individuals
Retirement Planning Saving for retirement When you retire Types of Retirement Plans	Contributions & Withdrawals Contribution limits Required minimum distributions (RMD) Calculating RMDs Hardship, early withdrawals, loans Tax on early withdrawals Rollovers and conversions

 

Retirement Plan Administration
Choosing Your Plan Choosing a retirement plan Individual Retirement Arrangements (IRAs) Retirement plans for self-employed people Retirement plan resources for small businesses	Maintaining Your Plan Correcting plan errors General retirement plan operation and maintenance Apply for a determination letter Amend or update a plan Interest rate tables Actuarial tables Terminating a plan Resources for benefits practitioners	Filing and Reporting Requirements Forms and publications Reporting and disclosure requirements Form 5500 Corner Form 8955-SSA Resources Form 5330 Corner Reporting IRA and retirement plan transactions

About Us

About Employee Plans

Tax Exempt Government Entities Division At a Glance

Taxpayer Bill of Rights

News

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

TE/GE FY 2018 Work Plan

Pre-approved 403(b) Plans – Effective Date Addendum

Avoid Overpaying User Fees for Your Voluntary Correction Program Submission

401k Plan Catch up Contribution Eligibility

Operational Compliance List

Self Correct Defective 403b Plan Provisions During the Remedial Amendment Period

Required Amendments List

EP Issue Snapshots

Newsletters