2017 Pension Plan Burden Survey


OMB #1545-2212

The Pension Plan Burden Survey is an important project that can benefit your retirement plan and millions of other retirement plans as well.

We hear from taxpayers that tax reporting requirements are time consuming and expensive. We are conducting a survey of randomly selected retirement plans to learn more about those costs.

Your answers will help us estimate the amount of time and money it costs retirement plans to meet their tax reporting requirements each year. We also use this information to learn how to reduce taxpayer burden. All information provided will be used for research purposes only and participation is voluntary.

Only those plans who are randomly selected may participate in the study. Data is being collected over the course of the next year, so you may still be selected even if you have not yet received an invitation. We estimate that it will take 10 to 15 minutes to complete the survey.

This survey is being conducted by Westat on behalf of the IRS. You may view the survey by going to the survey link provided in IRS letter you received. 

Sample Plan Year 2017 Pension Plan Burden Survey PDF

Sample Plan Year 2017 IRS Letter PDF

We hope you will decide to participate in this study. Together we have an opportunity to advance our understanding of taxpayer burden. Thank you.