Amend or Update A Plan

Operational Compliance List

Update your retirement plan, apply for and check the status of your determination letter

Employee Plans Examinations oversees compliance with the retirement plan provisions of the Internal Revenue Code

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.

Retirement plan “check-ups”, educational products, disaster relief information and other tools useful with plans.