Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)

Topic Index


Publications

Get This Publication

Publication 560 Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)

Related Publications

Publication 334 Tax Guide for Small Business (For Individuals Who Use Schedule C or C-EZ)

Publication 3998 Choosing a Retirement Solution for Your Small Business

Publication 4222 401(k) Plans for Small Business

Publication 4286 Simplified Employee Pension Plan (SARSEP) Checklist

Publication 4333 SEP Retirement Plans for Small Businesses

Publication 4334 SIMPLE IRA Plans for Small Businesses

Publication 4336 Salary Reduction Simplified Employee Pension (SARSEP) Brochure

Publication 4407 Salary Reduction Simplified Employee Pension (SARSEP)

Publication 4674 Automatic Enrollment 401(k) Plans for Small Businesses

Publication 4806 Profit-Sharing Plans for Small Business


Forms and Instructions

Relevant Forms

2013 Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)
2013 Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
2012 Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)
2012 Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
2012 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)

Form 4852 Substitute for Form W-2, Wage and Tax Statement, or Form 1099R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRA's Insurance Contracts, Etc.

Form 5304-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - Not for Use With a Designated Financial Institution

Form 5305-A-SEP Salary Reduction and Other Elective Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement

Form 5305-SEP Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement

Form 5305-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - for Use With a Designated Financial Institution

Form 5306-A Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan)

Form 5310-A Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business
Instructions for Form 5310-A, Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business

Form 6088 Distributable Benefits From Employee Pension Benefit Plans

Form 8881 Credit for Small Employer Pension Plan Startup Costs

Form 8930 Qualified Disaster Recovery Assistance Retirement Plan Distributions and Repayments
Instructions for Form 8930, Qualified Disaster Recovery Assistance Retirement Plan Distributions and Repayments

Frequently Asked Questions

FAQ - Individual Retirement Arrangements (IRAs)

Web Links

IRS.gov Web Site