Topics for Retirement Plans
Information for Benefits Practitioner
Find the resources you need to assist your clients with their plans - forms/pubs, guides, FAQs, checklists, published guidance, CPE texts, EP work plan, and newsletters, as well as info on educational services, conferences, determinations, correcting plan errors, contacting missing participants, abusive transactions, trends and tips, plan audits, CAS, types of plans, and more.
Information for Plan Participant/Employee
Find the resources you need as a participant in a retirement plan - forms and related instructions, publications, frequently asked questions, retirement tips for individuals, and customer account services, as well as information on types of plans, "Are you self-employed?" and more.
Information for Plan Sponsor/Employer
Find the resources you need as an employer sponsoring a retirement plan - forms and pubs, frequently asked questions, check-ups, tips, newsletters, and "How Do I...," as well as information on starting & maintaining a retirement plan, correcting plan errors, retirement plan audits, Abusive Tax Transactions, determinations, and more.
Retirement Plans Community Site Map
Need help finding a topic? Visit the Retirement Plans Community Site Map which contains a listing of information by topic on the Retirement Plans Community web site.
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.
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.
Find the forms, instructions, publications, educational products, and other related information useful for retirement plans in one convenient place.
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.
Newsletters issued periodically during the year with retirement plan information from the office of Employee Plans (an operating unit of the Tax Exempt and Government Entities (TE/GE) Division).
Regulations, revenue rulings, revenue procedures, notices, announcements, and other guidance relating to retirement plans.
Retirement Plans Frequently Asked Questions (FAQs)
General information about subjects of interest to retirement plans.
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.
Page Last Reviewed or Updated: September 02, 2008