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Employee Plans Compliance Unit (EPCU) Articles

If you'd like to receive EPCU newsletter articles and other news from Employee Plans, subscribe to the Employee Plans News.

July 29, 2016 - No Contributions to your Profit Sharing/401(k) Plan for a While? Complete Discontinuance of Contributions and What You Need to Know
March 16, 2016 - Financial Advisors: Are Assets in your Client's One-Participant Plans More Than $250,000
March 16, 2016 - Multiemployer Annual Actuarial Certifications

March 25, 2015 - Expanded Annual Actuarial Certifications
February 2, 2015 - Preventing Fraud In Your Retirement Plan
February 2, 2015 - Avoid IRS Scrutiny – Review Your Form 5500 For Errors
 

December 18, 2014 - Include Your Telephone Number When You Email EPCU
November 13, 2014 - Qualified Joint & Survivor Annuities in Money Purchase Plans
May 15, 2014 - Plan Sponsors Make Errors When Filing Their Final Return
May 15, 2014 - Puerto Rico Pension Feature Codes Misapplied by Plan Sponsors
March 4, 2014 - Make sure you complete all steps when terminating your plan
 

September 13, 2013 - Updating Frozen Defined Benefit Plans for Current Law & Other Compliance Issues
February 13, 2013 - Form 1099-R Errors
February 13, 2013 - Form W-2 Errors Showing Excess Deferrals

December 13, 2012 - Common Errors on Form W-2 Codes for Retirement Plans
June 8, 2012 – Pre-ERISA Money Purchase Pension Plans with 401(k) Feature (Page 5)
January 2012 – Form 5558: Avoid Errors When Requesting an Extension (Page 6)
January 2012 – Throw Your Old Forms Away! (Page 7)

August 23, 2011 - Master and Prototype Plan Document Providers - Responsibilities and Tips
May 17, 2011 - Universal Availability for Higher Education
March 23, 2011 - Funding Deficiencies Project
Fall 2010 - Rollovers as Business Start-Ups Compliance Project

Page Last Reviewed or Updated: 11-Oct-2016