Form 5330 Corner

Filings tips and updates, notices, and other helpful materials to assist you in preparing your Form 5330 returns.
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Employee Plans News June 22 2011 Completing a Power of Attorney Form for Form 5330

Completing a Power of Attorney Form for Form 5330
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401(k) resource guide - Plan sponsors - Filing requirements

Forms needed for your plan and dates due.
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Employee Plans Project 7 – Learn, educate, self-correct and enforce projects: Non-cash contributions to defined benefit or money purchase plans

We examined 69 Form 5500 series returns to verify whether non-cash contributions were made to defined benefit or money purchase plans as reported on the Form 5500 series return, and if they were, to pursue potential prohibited transactions.
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Retirement plan forms and publications

Find the forms, instructions, publications, educational products, and other related information useful for retirement plans in one convenient place.
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Retirement topics - Tax on prohibited transactions

Retirement Topics - Tax on Prohibited Transactions
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Employee Plans Customer Account Services

Contact us for answers to technical and procedural retirement plan questions.
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Preparer tax identification number information for employee plans professionals

Many EP forms do not require a preparer tax identification number.
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Employee plans learn, educate, self-correct and enforce project - Defaulted loans and/or leases

We examined 69 Form 5500 returns with loans, fixed income obligations or leases in default or classified as uncollectible during the plan year.
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Retirement plan reporting and disclosure

Retirement Plan Reporting and Disclosure
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