Form 5558 reminders

Do not attach lists or include more than three plans on your Form 5558.
General Information
Administrators

401k Resource Guide Plan Sponsors Starting Up Your Plan

What to know before adopting a plan
General Information
Administrators

Form 5500 corner

Filing tips, notices, updates of filing requirements, and other helpful material to assist you in preparing your Form 5500 (Form 5500-EZ).
General Information
Administrators

Topic no. 803, Electronic filing waivers and exemptions and filing extensions

Topic No. 803 Waivers and Extensions
Tax Topics

Modernized e-File (MeF) status

Find the status of the IRS Modernized e-File Status (MeF) System, systems status, information on production calls, filing season start dates, and system updates.
Software Development
Software Developers

IRC notice and reporting requirements affecting retirement plans

Retirement plans are generally required by law to send out notices to plan participants, and file certain forms and reports with the IRS and the Department of Labor (DOL), depending on a plan's type, size, and circumstances.
General Information
Charities and Nonprofits

EP Examination Process Guide - Section 2 - Compliance Monitoring Procedures - Top Ten Issues - Defined Benefit Plans

Top Ten Issues - Defined Benefit Plans
General Information
Administrators

Employee Plans news

Retirement plan news for plan sponsors, participants and tax practitioners. View our current edition, browse the newsletter archive, or subscribe to future editions.
General Information
Administrators

Terminations — Underfunded single employer defined benefit plans

This issue snapshot focuses on terminating, underfunded, single-employer defined benefit plans not subject to the Pension Benefit Guarantee Corporation (PBGC).
General Information
Individuals, Tax Professionals, Administrators, Volunteer Preparers

International issues affecting retirement plans

International Issues Affecting Retirement Plans
General Information
Administrators