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

Forms:

  • Form 5500
    Annual Return/Report of Employee Benefit Plan

  • Form 5500-EZ
    Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan

Publications:

  • Publication 560
    Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)

  • Publication 571
    Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations

  • Publication 590-A
    Contributions to Individual Retirement Arrangements (IRAs)

  • Publication 590-B
    Distributions from Individual Retirement Arrangements (IRAs)

  • Publication 3998
    Choosing a Retirement Solution for Your Small Business

Other resources:

  • EFAST Site - Forms 5500 and Form 5500EZ
    The Employee Benefits Security Administration of the Department of Labor launched the EFAST site to provide filers with up-to-date information about filing requirements, electronic filing options, software availability, frequently asked questions, publications and forms.

 

 

Page Last Reviewed or Updated: 22-Aug-2016