Additional Resources for Individuals


IRS Resources

Requesting Copies of Plan Documents 
How to request copies of documents in determination letter application files

Tax Topic Index
These Tax Topics contain general individual and business tax information.

Publication 4190, Tax Guide for the Retiree

Retirement Plans Frequently Asked Questions (FAQs)
General information about subjects of interest to participants in retirement plans.

Participant Events - What Participants Should Receive
Explanation of participant events, which notices participants should receive based on these participant events and when these notices should be issued.

Plan Events - What Participants Should Receive
Explanation of plan events, which notices participants should receive based on these plan events and when these notices should be issued.

Retirement Savings Tips for Individuals
Basic articles about planning for retirement and understanding your employer’s retirement plan.

How to Take Responsibility for Your Retirement
Helping you help yourself.

Are You Self-Employed?
Retirement information for plan sponsors and employers.

What is the Employee Plans Office and What Does it Do?
An overview of the office of Employee Plans (EP) under the Tax Exempt & Government Entities (TE/GE) operating division of the Internal Revenue Service.

Contact Us
Call, write or e-mail us with questions on retirement plan issues.

Taxpayer Rights
A summary of your rights as a taxpayer and the IRS' obligation to protect them.

Forms and Publications
A variety of forms, publications and products relating to retirement plans.


IRAs - Individual Retirement Accounts or Arrangements


Roth IRAs


403(b) Tax-Sheltered Annuities

  • 403(b) Mini-Course for Employees - Presentation on operating 403(b) plans and how they work.
  • Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations


Retirement Income and Distributions


Other Forms

  • Form 2848
    Power of Attorney and Declaration of Representative
  • Form 8880
    Credit for Qualified Retirement Savings Contributions


Department of Labor Resources

Retirement Information from the Department of Labor’s Employee Benefits Security Administration Consumer Information On Retirement Plans


Other resources

Retirement Information from
Official information and services from the U.S. government

Retirement Information from U.S. Financial Literacy and Education Commission
Providing financial education resources for all Americans

Retirement Information from the Social Security Administration

Retirement Information from the Pension Benefit Guaranty Corporation
Information for Workers and Retirees

Investor Tools from the Securities and Exchange Commission
Calculators for Investors

Do you have a comment or suggestion about our content?
Got a comment or suggestion about our content? Is there some material you would like to see? Write to us.