| Retirement Plans |
Proper Reporting Military Disability Retirement Income
Alert employees, veterans and other stakeholders to beware of potential tax schemes that involve military disability income. | 3 months ago |
Form 5500 and 5500-SF for Retirement Plans – Signature Requirements
What to do if your form is rejected by the electronic filing system because of problems with the signature. | 1 year ago |
Electronic Filing for One-Participant Plans
We encourage one-participant plans to file electronically using Form 5500-SF instead of the paper 5500-EZ. Your electronic return wont be available to the public through the Department of Labors online search application. | 1 year 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 |
"The Navigator" - Navigating Employer Information on Retirement Plans
Needs one or two sentence summary.
| 2 years ago |
EP Examination: FY 2010 EP Enforcement/ATAT
Needs one or two sentence summary.
| 2 years ago |
EP Examination: Employee Plans Team Audit
Needs one or two sentence summary.
| 2 years ago |
EP Examination: Employee Plans Compliance Unit
Needs one or two sentence summary.
| 2 years ago |
EP Determination Message
Needs one or two sentence summary.
| 2 years ago |
401(k) Plans Message
Needs one or two sentence summary. | 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. | 3 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... | 3 years ago |
Funding-Based Benefit Restrictions
A presentation about funding rules for single employer plans and benefit restrictions. | 3 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. | 3 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 |