Tax Information for Benefits Practitioner
Plan Language Resources
LRMs, alert guidelines, cumulative lists, etc.
Conferences & Educational Services
Phone forums, benefits conferences, and educational services
Determination, Opinion and Advisory Letters
Update your retirement plan, apply for and check the status of your determination letter
Audit process guide and compliance check letters
Abusive Tax Transactions
Retirement tax shelters requiring special disclosure
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