Tax Information for Retirement Plans Community |
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Retirement & Savings Initiatives On 09/05/09, the Obama administration announced new Retirement & Savings Initiatives. The initiatives expand opportunities for automatic enrollment in plans, permit workers to save payments they would receive for unused vacation or other similar leave in their retirement plan, help employees and employers better understand their tax-favored savings options, and make it easier to save tax refunds.
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Employee Plans News - Special Edition, September 2009 This special edition discusses the Retirement & Savings Initiatives, rollovers from employer plans to Roth IRAs, the IRS Retirement Plans Navigator and Life Events that Can Affect Retirement Savings.
The IRS Retirement Plans Navigator A Web guide to help small business owners choose a retirement plan that is right for their business. The guide also contains information and resources on maintaining plans and correcting plan errors.
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403(b) Retirement Plan Mini-Course for Employers A presentation for employers and sponsoring organizations operating 403(b) plans.
403(b) Retirement Plan Mini-Course for Employees A short presentation for employees on how a 403(b) plan works.
TE/GE ACT Report Issued June 10, 2009 The ACT presented four recommendations to the IRS Commissioner and TE/GE.
IRS Requests Comments on Pilot Government Plan Questionnaire IRS publishes pilot Government Plan Questionnaire for public comment.
FY 2009 Employee Plans Work Plan Operating priorities, goals, and objectives that will guide EP's work over the coming year.
Critical Priorities... by Monika Templeman (Director, EP Examinations) Latest view on the critical priorities vital to the success of EP Exams.
Staggered Remedial Amendment Period Revenue Procedure Rev. Proc. 2007-44 clarifies, modifies, and supersedes Rev. Proc. 2005-66.
Governmental Plans Materials from the Roundtable are available.
Information about Rollovers Resource for rollovers from qualified retirement plans.
2009 Cost-of-Living Increases 2009 annual dollar limits on benefits and contributions.
Plans and Programs Wish to go directly to a plan type or IRS Employee Plans program? Find it here.
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SARSEP, SEP, SIMPLE IRA Plan, and 401(k) Fix-It Guides Available Tips on how to find, fix, and avoid common mistakes in SARSEP, SEP, SIMPLE IRA, and 401(k) plans.
401(k) Phone Forum -September 30, 2009 (Rescheduled Date) A discussion of recent 401(k) guidance is rescheduled for 09/30/2009.
Nonbank Trustees and Custodians Published guidance, application procedures and approved nonbank trustees and custodians.
Enrolled Retirement Plan Agent Program (ERPA) Find out the details on the new ERPA Program.
Guidelines Regarding Rollovers as Business Startups (ROBS) Procedures for examination and determination agents when dealing with these transactions.
Employee Plans Compliance Unit (EPCU)/WRERA Election Form and Instructions Did you receive a letter from EPCU? Do you think you need the WRERA form? Go here to get more info.
2008 and 2009 IRA Contribution and Deduction Limits Info. for 2008 and 2009 traditional & Roth IRA contributions & traditional IRA deductible limits.
Pension Protection Act of 2006 (PL 109-280) Published guidance, articles, and other resources useful in understanding the PPA of 2006.
Disaster Relief Information The Service has provided a variety of disaster relief measures for retirement plan sponsors.
Retirement Plans Community Site Map Need help finding a topic? Visit the site map for a listing of information by topic.
Contact Us About Our Site Got a comment about the Retirement Plans content? About the IRS.gov website? Write to us.
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Page Last Reviewed or Updated: September 10, 2009