Retirement Forms, Publications, Newsletters, and More |
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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.
EP Forms & Publications
Find the forms, instructions, publications and other related information useful for retirement plans in one convenient place.
Listing of Required Modifications (LRMs)
A collection of information packages designed to assist in drafting or re-drafting plans to conform with applicable laws and regulations.
EP Examination Guidelines
Guidance on specific technical topics relating to qualified retirement plans.
Alert Guidelines, Explanations & Plan Deficiency Paragraphs
Forms and documents used by Employee Plans Specialists during their review of retirement plans. Review these items prior to submitting a determination letter application to the Service.
Have you had your Check-up this year? (for SIMPLE IRAs, SEPs and Similar Retirement Plans)
For a quick review to see if you meet some basic requirements in operating your business’s retirement plan, get a one-page IRS Checklist of 10 questions for your specific plan.
Newsletters
We issue periodic newsletters with retirement plan information geared toward both benefits pros and employers alike.
Timing is Everything
“Timing is Everything” is a one-page flyer designed for employers to share with their employees and provides plain-language, bullet-point information about retirement.
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Page Last Reviewed or Updated: June 18, 2008