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Are there different types of ACAs for retirement plans?

Common retirement plan terms

Types of pre-approved retirement plans and plan sponsors

401(k) Plan Fix-It Guide - You haven't filed a Form 5500 & have you haven't distributed a Summary Annual Report to all plan participants this year.

SEP Plan Fix-it Guide

Request an IRS speaker for your retirement plan, tax-exempt organization or government entity event. Available for speeches, webinars and panel discussions.

Penalties Related to the Filing of Forms 8955-SSA

A QPSA is a form of a death benefit paid as a life annuity (a series of payments, usually monthly, for life) to the surviving spouse (or a former spouse, child or dependent who must be treated as a surviving spouse under a?qualified domestic relations order (QDRO) of a participant who was vested in his or her retirement plan benefits; died before retirement; andwas married to the surviving spouse (for at least one year if the plan so provides) (or to a former spouse named in a QDRO).

Review the required minimum distribution rules for certain retirement plans, including traditional IRAs, SEP IRAs, SIMPLE IRAs and 401(k) plans.

We examined a small sample of qualified plans where the Form 5500 series return reflected an outdated 4-digit Standard Industrial Classification business code instead of the revised 6-digit North American Industry Classification System business code.