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Tax Information for Retirement Plans Community

Diversity business team
 
   Employee Plans News - Special Edition - July 1, 2008
This Special Edition provides sample plan language under Code section 409(p) for the transfer of an ESOP's S corporation shares. Also, in this edition, IRS Nationwide Tax Forums will be held across the country this summer and a new Joint Board for the Enrollment of Actuaries web page is now available.
 
Employee Plans News - Summer 2008 Edition
This edition contains articles such as Steven T. Miller, TE/GE Commissioner, Speaks at Mid-Atlantic Benefits Conference; Form 5307 Has Been Revised; Critical Priorities...With Monika Templeman; Maintaining Electronic Records for EPTA Plans; 5500 Filing Tips - Are You a Multiemployer Plan?; Things to Remember - 2007 Forms 5500/5500EZ; We Want You...to complete our Survey; DOL; and PBGC.

401(k) Fix-It Guide Available
Tips on how to find, fix, and avoid common mistakes in 401(k) plans. Eleven common errors are noted as trends with tips for each error.

Critical Priorites... by Monika Templeman (Director, EP Examinations)
Latest view on the critical priorities vital to the success of EP Exams.

Staggered Remedial Amendment Period Revenue Procedure
Rev. Proc. 2007-44 clarifies, modifies, and supersedes Rev. Proc. 2005-66.

Governmental Plans
Materials from the Roundtable are now available. We will continue to update this material.

Information about Rollovers
Resource for rollovers from qualified retirement plans.

2008 Cost-of-Living Increases
2008 annual dollar limits on benefits and contributions.

Plans and Programs
Wish to go directly to a plan type or IRS Employee Plans program? Find it here.

FY 2008 Employee Plans Work Plan
Operating priorities, goals, and objectives that will guide EP's work over the coming year.

    TE/GE Commissioner's Remarks on Retirement Issues
Steven T. Miller's remarks made before the Mid-Atlantic Benefits Conference on May 23, 2008.

Employee Plans Compliance Unit (EPCU)
Did you receive a letter from EPCU? Will you be getting a letter soon? Go here to get more info.

Pension Protection Act of 2006 (PL 109-280)
Published guidance, articles, and other resources useful in understanding the PPA of 2006.

Disaster Relief Information
The Service has provided a variety of disaster relief measures for retirement plan sponsors.

Retirement Plans Community Site Map
Need help finding a topic? Visit the site map for a listing of information by topic.

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