Tax Information for Plan Participant/Employee
Resources
for Retirement Plan Participant/Employee
Find useful forms, instructions, publications and
more for participants in retirement plans.
Retirement Plans Frequently Asked Questions (FAQs)
General information about subjects of interest to
participants in retirement plans.
Are You a Participant Looking for Retirement Plan
Information?
Helpful information relating to retirement plans
for plan participants.
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.
Retirement Tips for Individuals
Helping you help yourself.
Types of Retirement Plans
Information on starting and maintaining a retirement
plan including what kinds of plans there are, how
they work and the benefits of having a retirement
plan. |
Tax Information for Plan
Sponsor/Employer
The Navigator
Your highway of retirement plan products. Follow
the Navigator's path to find the publications that
will help you choose, establish and operate a retirement
plan, and even correct plan errors if mistakes
are found. Use the Navigator to take the right
steps for you and your employees; we've got it
mapped out for you!
Fix-It Guides
Tips on how to find, fix, and avoid common mistakes
in retirement plans.
Types of Retirement Plans
Information on starting and maintaining a retirement
plan including what kinds of plans there are, how
they work and the benefits of having a retirement
plan.
Retirement Plan FAQs, FYIs, Tips and Tools
Frequently asked questions, retirement plan “check-ups,”
tips on saving for retirement and helpful information
on “How Do I…”
Retirement Forms, Publications, Newsletters and
More
Everything's here from Form 1099-R to Pub
590 (on IRAs), from newsletters to handy “check-up”
lists and so much more.
Retirement Plan Audits, Abusive Tax Transactions
and Correcting Plan Errors
With benefits, come responsibilities. The IRS has
an Examination program to make sure that retirement
plans are operated in compliance with the tax law.
Take a look at some topics that will help you keep
your plan running smooth.
Retirement Plan Determination Letters
When written - and operated - in compliance with
the tax law, retirement plans provide impressive
tax benefits for you, your business and your employees.
The EP Determination Letter program ensures that
retirement plans contain the right provisions. |
