Set up a retirement plan, required minimum distributions, fix your 403(b) plan mistakes

Bookmark and Share

IRS.gov Banner
Retirement News for Employers September 30, 2015

Useful Links:

Tax Information for Retirement Plans

Retirement Plan Operation and Maintenance

Correct Your Retirement Plan Errors

FAQs about Retirement Plans

Types of Retirement Plans


Contact Us:

e-Mail Your Retirement Plan Comments


IRS Resources

Compliance & Enforcement

Contact My Local Office

Filing Options

Forms & Pubs

Frequently Asked Questions

News

Taxpayer Advocate

Where to File


Thank you for subscribing to the Retirement News for Employers.

In this edition of the Retirement News for Employers:

Set up a retirement plan – did you know any company can set up a plan?

 

Watch IRS video on low-cost, low-maintenance, SEP, SIMPLEs and Payroll Deduction IRAs

 

Adopt your 401(k), profit-sharing or other defined contribution pre-approved retirement plan by April 30, 2016

 

Take your first required minimum distribution from your IRA (including SEP and SIMPLE IRAs) by April 1 after the calendar year you turn 70½

 

Fix your 403(b) plan mistakes

  • Compare your written plan to its operation – if these conflict, fix it
  • Give all employees of the organization the opportunity to make a salary deferral – if you didn’t, fix it

 

Review Form 5500-EZ Instructions under “Who Must File Form 5500-EZ” for filing requirements

 

Mark your calendar – see upcoming retirement plan deadlines

 

Read this before you take a loan from your 401(k) plan

 


You can find answers to many retirement plan questions on IRS.gov at Retirement Plans and Retirement Plan Forms and Publications.

If you need help with an account-specific question, basic information about retirement plan forms or the status of pending applications, call our Customer Account Services line at 877-829-5500. 

If you know someone who might want to subscribe to this mailing list, please forward this message to them so they can subscribe.

This message was distributed automatically from the mailing list Retirement News for Employers. Please Do Not Reply To This Message.