Tips for Completing Your VCP Submission on Appendix F
Avoid processing delays by following these tips to properly complete your Voluntary Correction Program submission. | 7 months ago |
Self-Correcting Plan Mistakes
Important facts about using the Self Correction Program (SCP) under EPCRS to fix operational mistakes and keep your retirement plan qualified. | 9 months ago |
Fixing Plan Mistakes Found During an IRS Audit
Learn about correcting errors found during an Employee Plans examination through an Audit Closing Agreement (Audit CAP). | 9 months ago |
The Employee Plans Team Audit Web Page
EP Examination: tour the EPTA web page currently being used by large case practitioners and plan sponsors. | 9 months ago |
Maintaining Your Plan
Important facts about maintaining your plan to keep it in compliance. Easy ways to fix mistakes to protect your retirement. | 9 months ago |
A 403(b) Message
For Plan Sponsors and Practitioners: highlights key areas of the new 403(b) regulations and the development of a 403(b) fix-it guide. | 9 months ago |
An EP Determination Message
For Plan Sponsors and Practitioners” Learn about high level strategies and next steps to improve the EP Staggered Determinations Letter Program. | 9 months ago |
Increasing Your Retirement Savings
Learn how IRAs can help to increase the money available for you at retirement by sheltering your savings from taxes. | 9 months ago |
Tips to Maintaining Your Plan
Important facts about maintaining your plan to keep it in compliance. Easy ways to fix mistakes to protect your retirement. | 9 months ago |
Starting a SEP or SIMPLE IRA Plan
SEP and SIMPLE IRA plans provide business owners like you, an inexpensive, hassle-free way to plan for retirement for you and your employees. | 10 months ago |
The Global Phenomenon - How International Issues Impact Employee Plans - Webinar (May 26, 2011)
International issues are a Service-wide priority and improving international tax compliance by large corporations and high-wealth individuals a top concern at highest levels. The Service is focusing on addressing existing abuse and preventing abuse going forward. Since International issues impact all types of TE/GE customers, we are collaborating across TE/GE and IRS. We are applying our skills to tackle new issues using consistent strategies, but tailored as needed. | 1 year ago |
Easy, Low Cost Ways to Start Your Small Business Retirement Plan - Webinar (April 7, 2011)
Most people will need an income for many years after they stop collecting a paycheck. Social Security will replace only a part of what we’re likely to need, and traditional guaranteed pensions are no longer common. Employer sponsored retirement savings plans, like the ones we’ll discuss today, will play a leading role in ensuring that our financial needs are met in retirement. This webinar is designed to help you take advantage of some of the tax incentives for setting up and maintaining a retirement plan. | 1 year ago |
SIMPLE Solution for Finding and Fixing SIMPLE IRA Plan Mistakes
To communicate the SIMPLE Solution for Finding and Fixing SIMPLE IRA Plan Mistakes | 2 years ago |
Abusive Tax Avoidance Transactions (ATAT) and Emerging Issues
ATAT and Emerging Issues EP Phone Forum audio and transcript. | 2 years ago |
Employee Plans Compliance Resolution System EP Phone Forum
Employee Plans Compliance Resolution System EP Phone Forum audio and transcript. | 2 years ago |
ESOP Update
Communicating updated ESOP information. | 2 years ago |
Form 2848 vs Form 8821
Form 2848 vs Form 8821 Phone Forum audio and transcript. | 2 years ago |
Retirement Plans Determination Letter Program
Retirement Plans Determination Letter Program Phone Forum: Discussed the status of the new determination letter program, the types of "reliance" available to preapproved plans, with or without a determination letter, tips on completing the new Form 5307, along with ways to avoid common mistakes to make the process go more smoothly. | 2 years ago |
SEP Plan Pitfalls
The first, and major part of this event, consists of a presentation on potential problems faced by employers who maintain SEP plans. The second part will consist of a question and answer session... | 2 years ago |
Funding-Based Benefit Restrictions
A presentation about funding rules for single employer plans and benefit restrictions. | 2 years ago |
Planned Distributions
Information on required minimum distributions for 2009, recent guidance dealing with paid-time-off plans and a couple of revenue rulings, short discussions of 402(f) notices for benefit distributions that go to participants, and rollover issues and other guidance that was issued. | 2 years ago |
Retirement Plans
A retirement plan has benefits for everyone –
the employer, the business and, of course, the employees. Employers may also be eligible for tax
credits or incentives for starting a retirement plan. Keep in mind that tax law changes may affect
a retirement plan. Be sure to stay up-to-date with any tax laws. | 3 years ago |