Tax Information for Benefits Practitioner
Published Guidance
Regulations, revenue rulings, revenue procedures, notices, announcements, and other guidance relating to retirement plans.
Retirement Plan Forms and Publications
5500, 5330, 8955-SSA, and more
Plan Language Resources
LRMs, alert guidelines, cumulative lists, etc.
Types of Retirement Plans
Overview of IRS rules governing 401(k), SEP, SIMPLE IRA, and 403(b), etc.
Conferences & Educational Services
Phone forums, benefits conferences, and educational services
Correcting Plan Errors
Use the Employee Plans Compliance Resolution System to correct and avoid plan errors
Determination, Opinion and Advisory Letters
Update your retirement plan, apply for and check the status of your determination letter
Examinations
Audit process guide and compliance check letters
Retirement Plans FAQs
Frequently asked questions including IRAs and plan setup and operations
Abusive Tax Transactions
Retirement tax shelters requiring special disclosure
Non-Bank Trustees
Approved non-bank trustees and application procedures for prospective trustees
Retirement & Savings Initiatives
Expanded opportunities for retirement savings.
Additional Resources for Benefits Practitioners
About Employee Plans, contact information, videos and more
