EP Exam Projects LESE Projects Project 12 Results of Examinations for Potential IRC 402(g) Excesses in CODAS

EP Exam Projects - Learn, Educate, Self-Correct and Enforce (LESE) Projects - Project #12- Results of Examinations for Potential IRC §402(g) Excesses in CODAS
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Fixing common plan mistakes - Failure to provide a safe harbor 401(k) plan notice

Fixing Common Plan Mistakes: Failure to Provide a Safe Harbor 401(k) Plan Notice
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Penalties related to the filing of Forms 8955-SSA

Penalties Related to the Filing of Forms 8955-SSA
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Guidance on the Anti Cutback Rules of Section 411d6

Final and proposed regulations regarding the anti-cutback rules of section 411(d)(6) were published on 8/12/05. The anti-cutback rules protect accrued and early retirement benefits, retirement type subsidies, and other optional benefits offered under qualified retirement plans.
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Required minimum distributions for IRA beneficiaries

Learn the required minimum distributions for your designated IRA beneficiaries.
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Substantially equal periodic payments

Insights into substantially equal periodic payments under IRC section 72(t)(2)(A)(iv), with examples.
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Resources — IRA-based plans

Find resources for operating IRA-based plans. Find frequently asked questions, forms, publications and more.?
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Employee Plans Customer Account Services

Contact us for answers to technical and procedural retirement plan questions.
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2023 IRA deduction limits — Effect of modified AGI on deduction if you are covered by a retirement plan at work

2023 IRA deduction limits — Effect of modified AGI on deduction if you are covered by a retirement plan at work
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403b Plan Fix It Guide For a 403b plan offering a 5 year post severance provision elective deferrals are permitted under the provision

403(b) Plan Fix-It Guide For a 403(b) plan offering a 5 year post severance provision, elective deferrals are permitted under the provision
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