Examination Process Guide - Helps customers through the examination process. The guide clarifies the various steps in the examination process and introduces available resources.
Focused Examinations - Describes a new philosophy for agents examining returns, which moves from a comprehensive review to a more limited process that concentrates on a framework of important activities that evaluate overall plan compliance.
Trends and Tips - Results and findings from past and current EP examinations that identify compliance risks and recurring plan issues. These trends are categorized by issue, plan type, compliance activities, and processing of applications/returns.
Employee Plans News - Geared toward retirement plan practitioners - attorneys, accountants, actuaries and others - this newsletter presents information about retirement plans. View the current edition, browse the newsletter archive and subscribe to future editions.
Retirement News for Employers - Designed for employers and business owners, this newsletter provides practical retirement plan information. View our current edition, browse the newsletter archive and subscribe to future editions.
Internal Revenue Manual (IRM) 4.71.1 - Part 1- This section of the IRM provides an overview of the EP Examination Program and issues guidelines and procedures for conducting a typical Form 5500, Annual Return/Report of Employee Benefit Plan, examination from start to finish.
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