Forms: Form 5500 Annual Return/Report of Employee Benefit Plan Form 5500-EZ PDF Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan Publications: Publication 560 PDF Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) Publication 571 PDF 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 PDF 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.
