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.
Frequently asked questions, published guidance, phone forums, EP CPEs, retirement plan “check-ups,” and other tools useful with plans. You’ll also find info on trends & tips, contacting missing participants, disaster relief, newsletters, and more.