Tag Archives: tax information


2014 Cost-of-Living Adjustments (COLAs)

Limits on contributions and benefits

Latest Newsletter
Read the most recent edition of the Employee Plans News

Automatic Contribution Increases
Put deferral increases on auto-pilot with automatic enrollment

DB Mass Submitter Plan Deadline is Extended
New opinion/advisory letter application deadline is January 31, 2014

Retirement Plans Phone Forums
Register for upcoming forums and review material from past forums

Help with Choosing a Retirement Plan
Resources to help you compare retirement plan options

File a Retirement Plan Return
Forms 5500, 5500-SF, 5330, 5558 and 8955-SSA

Determination, Opinion and Advisory Letters
How to get determination, opinion or advisory letters

Fix-It Guides
Find, fix, and avoid common mistakes in plans

Examinations and Enforcement
Audit guide, compliance check letters and other programs

Advisory Committee Reports
Recommendations for Employee Plans

Contact Employee Plans - Get Educational Services
Get help with your account, answers to questions or educational services

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