Learning

The IRS provides all kinds of useful information about retirement plans on their website. No matter the size of your company or your retirement plan, you can find out more about it on their website. Below are a few of the links to help you get started!

Information for the Retirement Plan Community:

The IRS web site includes guidelines and assistance for employers and tax professionals in the area of retirement plans. The site includes articles and sources of information to help small employers understand the basics of retirement plans, the requirements to maintain the qualified status of the plan, and a source for further assistance.

IRS.gov: Tax Information for the Retirement Plans Community

Information for the Retirement Plan Sponsor:

For Employers, the IRS provides tax information, information on fixing plan errors and a newsletter specifically for Employers.

IRS.gov:Tax Information for Plan Sponsors/Employers

Published Guidance / IRS provides published guidance on current topics.

IRS.gov: Published Guidance | IRS.gov: Newsletters | IRS.gov: Latest News

Information for Plan Participants and Small Business Owners:

The IRS site also provides assistance and guidance for employees seeking to learn more about their retirement plans, how to plan for retirement and other topics of specific interest to plan participants and self-employed owners.

IRS.gov: Tax Information for Plan Participants & Employees

THE DEPARTMENT OF LABOR

The Department of Labor provides a number of educational links to assist plan participants manage their retirement plans. Articles of interest relating to investments, fees paid by plans and topics to assist employees making decisions regarding their plans are provided.

Consumer Information on Retirement Plans

DOL.gov: Retirement Plan Information for Consumers

Consumer Publications & Reports

DOL.gov: Publications & Reports for Consumers