Publications - IRS Publication 560PDF Retirement Plans for Small Businesses (SEP, SIMPLE and Qualified Plans) Publication 3998PDF Choosing a Retirement Solution for Your Small Business - An Overview of retirement plans available to small businesses. Publication 4118PDF Lots of Benefits - A discussion of the stages involved in the Retirement Plan Life Cycle. Publication 4222PDF 401(k) Plans for Small Businesses Publication 4224PDF Retirement Plan Correction Programs - A brief description of the IRS, DOL and Pension Benefit Guaranty Corporation (PBGC) programs. Publication 4674, Automatic Enrollment 401(k) Plans for Small BusinessesPDF Publications - U.S. Department of Labor Understanding Retirement Plan Fees and Expenses Reporting and Disclosure Guide for Employee Benefit PlansPDF Troubleshooters Guide to Filing the ERISA Annual Report (Form 5500)PDF Savings Incentive Match Plans for Employees of Small Employers (SIMPLE)PDF Simplified Employee Pensions (SEPs)PDF A Look at 401(k) Plan FeesPDF What You Should Know about Your Retirement PlanPDF Savings Fitness... A Guide To Your Money and Your Financial FuturePDF Top 10 Ways to Prepare for RetirementPDF Women and Retirement SavingsPDF Other Resources Retirement Plans FAQs Regarding Automatic Contribution Arrangements (Automatic Enrollment Arrangements) 401(k) Automatic Contribution Arrangements - General Annual Participant Notice 401(k) Fix-it Guide New tips on how to identify, correct and avoid common errors in 401(k) plans. Eleven common errors are noted as trends with tips for each error. 401(k) ChecklistPDF It is important to review the requirements for operating your 401(k) plan every year. This checklist has been designed as a diagnostic tool to help you keep your 401(k) plan in compliance with important tax rules. Check-Up for Your 401(k) PlanPDF Three-step approach designed to help business owners properly operate their 401(k) plans. EFAST ERISA Filing Acceptance System Cash or Deferred Arrangement (CODA) Listing of Required Modifications and Information PackagePDF Listing of Required Modifications and Information Package for use with cash or deferred arrangements.
