Tax Information for Retirement Plans Community |
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Retirement & Savings Initiatives
The initiatives expand opportunities for automatic enrollment in plans, permit workers to save payments they would receive for unused vacation or other similar leave in their retirement plan, help employees and employers better understand their tax-favored savings options, and make it easier to save tax refunds.
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Funding Rules & Benefit Restriction Notices for Single Employer Defined Benefit Plans
Special Edition of the Employee Plans News, October 13, 2009, covers the final regulations on the measurement of assets and liabilities for pension funding, benefit restrictions for underfunded pension plans, benefit restriction notices and more.
Employee Plans News - Fall 2009 Edition
This edition includes articles such as: Dos and Don’ts of Hardship Distributions; When Limits Collide, Which One Wins?: Tax Return Preparer Review Board; Loans and Hardships in 401(k) Plans; A Message from the ACT; Ways to Avoid Delays: DL Application Processing Procedures; EPCU Insider; PBGC Insights; and DOL Corner.
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IRS Seeks Applications for TE/GE Advisory Committee
Application now available for four vacancies on the TE/GE Advisory Committee (ACT).
Cost-of-Living Increases
Just released, 2010 annual dollar limits!
Waived Required Minimum Distributions for 2009
Rollover relief and sample plan amendments.
Retirement Plan Distributions Phone Forum - October 28, 2009
Discussion of the 402(f) notice rollover roadmap, RMDs and Roth rollover rules.
EP Volunteer Law Student Program for Spring 2010 Semester
Opportunity for law students/LLM candidates to be part of a team working on EP training materials.
403(b) Mini-Course
Presentations on operating 403(b) plans and how they work.
Rollovers Resources
For rollovers to and from retirement plans.
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Retirement Plans Navigator
Web guide for choosing a retirement plan, maintaining it and correcting plan errors.
Fix-It Guides Available
Find, fix, and avoid common mistakes in plans.
Employee Plans Programs
Specialty areas: Determinations, Audits, EPCU, EPTA, ERPA, and more.
Nonbank Trustees and Custodians
Guidance, application procedures and approved nonbank trustees and custodians.
TE/GE ACT Report Issued June 10, 2009
Recommendations to the IRS Commissioner and TE/GE.
Site Map
Information by topic.
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Page Last Reviewed or Updated: November 03, 2009
