Visit some of the links below for useful retirement plan information, publications and resources.
ON IRS.GOV:
- Types of Plans
- Retirement Plan Frequently Asked Questions (FAQs), on a variety of retirement plan topics.
- Correcting Plans Errors
- Examinations/Enforcement
- Newsletters
- Employee Plans Forms and Publications, including ordering information.
VIDEOS AND PRESENTATIONS:
- IRS Employee Plans Videos - Short video clips on a range of retirement plan topics.
- 403(b) Tax-Sheltered Annuity Plans - Employees - A presentation for employees on how a 403(b) plan works.
- 403(b) Tax-Sheltered Annuity Plans - Employers - A presentation for employers and sponsoring organizations operating 403(b) plans.
OTHER USEFUL WEB SITES:
- United States Department of Labor, Employee Benefits Security Administration
- Pension Benefit Guaranty Corporation
- United States Social Security Administration
IRS PUBLICATIONS (.pdf files):
| PUBLICATON NUMBER | PUBLICATION NAME |
| 3066 |
Have you had your Check-up this year? for Retirement Plans |
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Employee Plans Brochure |
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Choosing A Retirement Solution for Your Small Business |
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Lots of Benefits - Retirement Plan Life Cycle |
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401(k) Plans for Small Businesses |
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Retirement Plan Correction Programs |
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SIMPLE IRA Plan Checklist |
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SEP Checklist |
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SARSEP Checklist |
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Employee Plan Examination Process |
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SEP Retirement Plans for Small Businesses |
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SIMPLE IRA Plans for Small Businesses |
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SARSEP for Small Businesses |
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SARSEP - Key Issues and Assistance |
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The Retirement Plan Products Navigator |
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403(b) Tax-Sheltered Annuity Plan for Participant |
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403(b) Tax-Sheltered Annuity Plan for Sponsor |
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Choose a Retirement Plan for Employees of Tax Exempt and Government Entities |
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Designated Roth Accounts Under a 401(k) or 403(b) Plan |
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401(k) Plan Checklist |
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403(b) Plan Checklist |
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Payroll Deduction IRAs for Small Businesses |
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Automatic Enrollment 401(k) Plans for Small Businesses |
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| 4806 |
Profit Sharing Plans for Small Businesses |