Learn about correcting errors found during an Employee Plans examination through an Audit Closing Agreement (Audit CAP).

Important facts about using the Self Correction Program (SCP) under EPCRS to fix operational mistakes and keep your retirement plan qualified.

Important facts about maintaining your plan to keep it in compliance. Easy ways to fix mistakes to protect your retirement.

For Plan Sponsors and Practitioners” Learn about high level strategies and next steps to improve the EP Staggered Determinations Letter Program.

Learn how IRAs can help to increase the money available for you at retirement by sheltering your savings from taxes.

For Plan Sponsors and Practitioners: highlights key areas of the new 403(b) regulations and the development of a 403(b) fix-it guide.

EP Examination: tour the EPTA web page currently being used by large case practitioners and plan sponsors.

Learn how to manage your IRA to get tax advantages and save for retirement.

SEP and SIMPLE IRA plans provide business owners like you, an inexpensive, hassle-free way to plan for retirement for you and your employees.

International issues are a Service-wide priority and improving international tax compliance by large corporations and high-wealth individuals a top concern at highest levels. The Service is focusing on addressing existing abuse and preventing abuse going forward. Since International issues impact all types of TE/GE customers, we are collaborating across TE/GE and IRS. We are applying our skills to tackle new issues using consistent strategies, but tailored as needed.

To communicate the SIMPLE Solution for Finding and Fixing SIMPLE IRA Plan Mistakes

ATAT and Emerging Issues EP Phone Forum audio and transcript.

Employee Plans Compliance Resolution System EP Phone Forum audio and transcript.

Communicating updated ESOP information.

Form 2848 vs Form 8821 Phone Forum audio and transcript.

Retirement Plans Determination Letter Program Phone Forum: Discussed the status of the new determination letter program, the types of "reliance" available to preapproved plans, with or without a determination letter, tips on completing the new Form 5307, along with ways to avoid common mistakes to make the process go more smoothly.

The first, and major part of this event, consists of a presentation on potential problems faced by employers who maintain SEP plans. The second part will consist of a question and answer session...

A presentation about funding rules for single employer plans and benefit restrictions.

Information on required minimum distributions for 2009, recent guidance dealing with paid-time-off plans and a couple of revenue rulings, short discussions of 402(f) notices for benefit distributions that go to participants, and rollover issues and other guidance that was issued.

A retirement plan has benefits for everyone – the employer, the business and, of course, the employees.  Employers may also be eligible for tax credits or incentives for starting a retirement plan.  Keep in mind that tax law changes may affect a retirement plan. Be sure to stay up-to-date with any tax laws.