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Employee Plans Compliance Unit - Approved Projects

These projects have been approved for further development by the Project Approval Committee. The projects are then prioritized with other approved projects and may be started based on a variety of factors, including staffing resources, time commitments, and potential project workload volume.

  • 403(b) Plan Document Project
  • Adoption of Interim Amendment
  • Automatic Contribution Arrangement Correction
  • Deemed Distributions Project
  • Defined Benefit Plans with Questionable Funding
  • Excluded Participant Project
  • Forms 1099-R
  • Forms 1099-R No Withholding
  • Forms 5330 Reporting $0 in Excise Tax
  • Funding – Delinquent Forms 5500
  • Ineligible Employers Project
  • International Plan Coverage Project
  • Non-Amender Project
  • Nonparticipant Loans Project
  • Plans Missing Required Actuarial Information Project
  • Real Estate Holdings
  • Roth 401(k) Project
  • Sham Collective Bargaining Agreement (CBA) Project
  • Short Plan Years
  • SIMPLE Plans with Too Many Employees
  • Small Employer with Multiple Plans Project
  • Small Plans with Participant Loans
  • Top-Heavy Minimum Benefit Project
  • Yield Curve Election Project


Page Last Reviewed or Updated: 30-Jan-2017