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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

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

Page Last Reviewed or Updated: 2013-02-19