Employee Plans voluntary closing agreements

Retirement plan sponsors can submit voluntary closing agreement requests to the IRS Employee Plans Voluntary Compliance function.
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Administrators

Determination letter review process

Understand review procedures for retirement plan determination letter applications.
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Administrators

Expansion of Rollover Options Includes Savings Incentive Match Plan for Employees SIMPLE IRA Plans

Expansion of Rollover Options Includes Savings Incentive Match Plan for Employees (SIMPLE) IRA Plans
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Administrators

VCP Submission Kit - Failure to adopt a new pre-approved defined contribution plan by the April 30, 2016 deadline

VCP Submission Kit - Failure to adopt a new Pre-Approved Defined Contribution Plan by the April 30, 2016 Deadline
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Administrators

VCP Submission Kit - Failure to adopt a pre-approved defined contribution plan by the April 30, 2010 deadline

VCP Submission Kit - Failure to Adopt a Pre-Approved Defined Contribution Plan by the April 30, 2010 Deadline
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Administrators

Correcting gateway test failures

Correcting Gateway Test Failures
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Administrators

Correcting required minimum distribution failures

Correct required minimum distribution mistakes.
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Administrators

EP Issue Snapshots

The IRS Tax Exempt and Government Entities (TE/GE) Knowledge Management team periodically issues research summaries called “Issue Snapshots” on tax-related issues for practitioners.
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Administrators

Form 5498 - Errors by IRA trustees, issuers and custodians may cause tax trouble

Form 5498 – Errors by IRA Trustees and Issuers May Cause Tax Trouble
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Administrators

VCP Submission Kit - Failure to adopt a pre-approved defined benefit pension plan for plan sponsors prior to the April 30, 2012 deadline

VCP Submission Kit – Failure to Adopt a Pre-Approved Defined Benefit Pension Plan for Plan Sponsors Prior to the April 30, 2012 Deadline
General Information
Administrators