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Review retirement plans, including 401(k) plans, the Savings Incentive Match Plans for Employees (SIMPLE IRA Plans) and Simple Employee Pension Plans (SEP).

Explains the different forms of distribution.

Timing of Retirement Plan Self-Correction

Non-Governmental 457(b) Deferred Compensation Plans

Find general information about the 403(b) Plan, written plan requirements and benefits of contributing to the plan.

Explains our audit process and how you can prepare.

Forms, publications, and other resources relating to IRC 401(k) plans.

Understand the different types of penalties, how to avoid getting a penalty, and what you need to do if you get one.

The Income Verification Express Service (IVES) program lets participants such as mortgage lending companies, banks, credit unions, and others request taxpayer authorization for the IRS to provide tax transcripts and wage statements in the loan application process.

The EP Examination Process Guide clarifies the steps in the examination process and introduces resources for retirement plan compliance.