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During the Frozen Plan Amendments project, the Employee Plans Compliance Unit looked at whether sponsors of frozen defined benefit plans had amended their plans for the Economic Growth and Tax Relief Reconciliation Act of 2001.

Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the ordinary and necessary costs of starting a SEP, SIMPLE IRA or qualified plan (like a 401(k) plan.) A tax credit reduces the amount of taxes you may owe on a dollar-for-dollar basis.

Changes to 81-100 Group Trust Rules

Starting a retirement savings plan can be easier than most people think. What's more, there are many retirement programs that provide tax benefits?to both employers and employees.

Insights into the Self-Correction Program (SCP) set forth by the Employee Plans Compliance Resolution System (EPCRS).

Marriage, kids, divorce, or job changes may affect your retirement planning

My ability to deduct traditional IRA contributions from my gross income depends on whether I¡¯m ¡°covered by an employer retirement plan.¡± obÌåÓý do I know if I¡¯m ¡°covered¡±?

Find out how and when to roll over your retirement plan or IRA to another retirement plan or IRA. Review a chart of allowable rollover transactions.

In general, actuaries assess the financial consequences of risks and use mathematics, statistics and financial theory to analyze and determine the financial impact of uncertain future events.

Forms, publications and other government websites