Found 6272 Matching Items; Displaying 561 - 570.
Retirement plan forms and publications
Find the forms, instructions, publications, educational products, and other related information useful for retirement plans in one convenient place.
General Information
Administrators
New determination program Rev. Proc. 2016-37
On June 29, 2016, Revenue Procedure 2016-37 was released changing the Determination Letter Program for tax-qualified individually designed plans and Requirements for when plan amendments must be adopted under IRC Section 401(b).
General Information
Administrators
Correcting required minimum distribution failures
Correct required minimum distribution mistakes.
General Information
Administrators
403(b) plan Fix-it Guide - An employee making a 15-years of service catch-up contribution doesn’t have the required 15 years of full-time service with the same employer
403(b) plan Fix-it Guide - An employee making a 15-years of service catch-up contribution doesn’t have the required 15 years of full-time service with the same employer
General Information
Administrators
Fixing common plan mistakes - Vesting errors in defined contribution plans
The Fix Is In: Common Plan Mistakes - Vesting Errors in Defined Contribution Plans
General Information
Administrators
401k Resource Guide Plan Sponsors General Distribution Rules
Explains the different forms of distribution.
General Information
Administrators
401k Resource Guide Plan Sponsors Starting Up Your Plan
What to know before adopting a plan
General Information
Administrators
Are you an ineligible 403(b) plan sponsor?
If your organization was never eligible to sponsor its 403(b) retirement plan, use the IRS Employee Plans Compliance Resolution System’s Voluntary Correction Program (VCP) to resolve this failure.
General Information
Administrators
Choosing a retirement plan: Profit sharing plan
Profit Sharing Plan
General Information
Administrators