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Tax Information for Retirement Plans

Employee Plans FY 2012 Annual Report and FY 2013 Workplan
Highlights of recent and upcoming guidance, examination projects and outreach efforts.

Submission Kit for 403(b) Plans
How to correct a failure to adopt a written plan by December 31, 2009.

2012 Reporting of 2010 Roth Rollovers and Conversions
How to report the remaining taxable amounts of 2010 rollover and conversions to Roth IRAs and in-plan Roth rollovers on a 2012 return.

Tax Free IRA Rollovers to Charity Extended
IRA owners age 70½ or older can transfer up to $100,000 tax-free for both 2012 (by February 1, 2013) and 2013

In-Plan Roth Rollovers Expanded
More funds can be rolled into designated Roth accounts

Recent and archived editions of the Employee Plans News and the Retirement News for Employers

Cost-of-Living Adjustments (COLAs)
Limits on contributions and benefits

Help with Choosing a Retirement Plan
Navigator web guide to plans and other resources to help you compare

File a Retirement Plan Return
Forms 5500, 5500-SF, 5330, 5558 and 8955-SSA

Fix-It Guides
Find, fix, and avoid common mistakes in plans

Retirement Plans Phone Forums
Register for upcoming forums and review material from past forums

Published Guidance
Interest rates, revenue procedures, notices and more

Examinations and Enforcement
Audit guide, compliance check letters and other programs

Determination, Opinion and Advisory Letters
How to get determination, opinion or advisory letters

Advisory Committee Reports
Recommendations for Employee Plans

Contact Employee Plans - Get Educational Services
Get help with your account, answers to questions or educational services

Site Map
Information by topic.

Page Last Reviewed or Updated: 2013-02-13