The EPCU develops compliance projects and performs data analysis to focus on areas of potential non-compliance.
- Taxpayers are initially contacted by correspondence, but we may follow up with additional letters and/or telephone calls.
- Most issues are resolved without an on-site examination of the books and records of the plan, saving time and money for both the taxpayer and the IRS.
- To date, the EPCU has completed 70 projects and conducted over 41,000 compliance checks.
- Funding Deficiencies Project
If you file a return with a funding deficiency, you will hear from us.
Multiemployer Actuarial Certification
Annual certification requirement
5310-A Filing Project, Phase II
Examination vs. Compliance Check
A Plan Sponsor's Responsibilities
Employee Plans Customer Account Services