Tax Information for Benefits Practitioner
Types of Retirement Plans
Information on starting and maintaining a retirement plan, including what kinds of plans there are, how they work, and the benefits of having a retirement plan.
Retirement Plan FAQs, Guidance, CPEs, and Tools
Frequently asked questions, published guidance, EP CPEs, retirement plan “check-ups,” and other tools useful with plans. You’ll also find info on trends & tips, contacting missing participants, disaster relief, newsletters, and more.
The EP Determination Letter Program ensures that retirement plans contain the right provisions. You’ll find useful info like alert guidelines, LRMs, EP CPE texts, and more.
Retirement Plan Audits, Compliance Trends & Tips, Abusive Tax Transactions
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.
Correcting Plan Errors
The Service has issued Rev. Proc. 2008-50 which updates the Employee Plans Compliance Resolution System (EPCRS), the comprehensive system of correction programs for sponsors of retirement plans. This page provides tools, an EPCRS overview, and other useful information to assist plan sponsors.
Retirement Forms, Publications, Newsletters, and More
We’ve got everything here from Form 1099-R to Pub 590 (on IRAs), from newsletters to handy “check-up” lists, and so much more.
Educational Services & Products
Information regarding speaking engagements, tax forums and other educational services. Also, educational products developed specifically for the retirement plan community.
About Employee Plans
An overview of the office of Employee Plans (EP) under the Tax Exempt & Government Entities (TE/GE) operating division of the IRS, including historical insight into the retirement system and statistical information on retirement plans from IRS, DOL, and PBGC sources.
Other parts of the IRS and other government agencies also offer help for small businesses on taxes and retirement.
Contact us for answers to technical and procedural retirement plan questions, to make comments about our web pages, request an EP speaker for an educational event, and more.
Page Last Reviewed or Updated: September 10, 2008