Retirement Plan Audits, Compliance Trends & Tips, Abusive Tax Transactions |
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The IRS has an Examinations program to make sure that retirement plans are operated in compliance with the tax law. Take a look at some topics that will help you and your clients keep the plans running smoothly.
EP Abusive Tax Transactions
The IRS is engaged in extensive efforts to curb abusive tax shelter schemes and transactions. A listing of those transactions which require disclosure and other resources have been provided.
EP Compliance Trends and Tips
Results and findings from past and current EP examinations that identify compliance risks and recurring plan issues.
Examinations/Enforcement
EP Examinations is responsible for overseeing compliance with the retirement plan provisions of the Internal Revenue Code, including the protection of plan assets and of the interests/rights of participants.
EP CPE Texts
A series of articles published by the IRS as the Employee Plans Continuing Professional Education Technical Instruction Program.
EP Examination Guidelines
Guidance on specific technical topics relating to qualified retirement plans.
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Page Last Reviewed or Updated: September 08, 2008