EP Examination Process Guide - Section 8 - Customer Education and Outreach


This section of the Guide provides information on how to obtain educational materials, retirement forms and publications, customer account services, and other helpful information for plan participants, plan sponsors and representatives.

  • What is the Employee Plans Office?
    An overview of the office of Employee Plans under the Tax Exempt & Government Entities (TE/GE) operating division of the IRS, including historical insight into the retirement system and statistical information on retirement plans from IRS, DOL and PBGC sources.
  • Request Educational Products and Services
    Information regarding speaking engagements, tax forums and other educational services. Also, educational products developed specifically for the retirement plans community.
  • Disaster Relief Information
    The Service has provided a variety of disaster relief measures for retirement plan sponsors including early distributions, leave donations, filing and funding relief and help from the IRS and Department of Labor.
  • EP Customer Account Services
    Contact us for answers to technical and procedural retirement plan questions.
  • Are You a Participant Looking for Retirement Plan Information?
    Helpful information relating to retirement plans for plan participants.
  • Forms & Publications
    Forms, publications, filing tips and other resources relating to retirement plans.