Live webinars: Retirement plans for small employers: 3rd cycle pre-approved DB plan providers; Submitting Forms 2848/8821 electronically

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Employee Plans News December 1, 2020

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IRS Webinar: Retirement Plans for Small Employers and Self-Employed

Watch this live IRS webinar designed to provide an overview of the key features of retirement plans for small employers and self-employed. An employer that adopts the right plan may keep it longer, make fewer mistakes and help their employees save for a more secure retirement.

When:  Thursday, January 21, 2021
             1:00 PM Eastern Time 

Register: Select this link to register for this 30-minute event.

Submit Questions: We invite you to submit questions you would like covered as part of this presentation. We won’t have a Q&A session at this webinar, but we’ll try to incorporate your question into presentation. Submit your questions to TEGE.Outreach@IRS.gov. Please include Retirement Plan Webinar in the subject line.

Continuing education (CE) credits will not be offered for this program.

IRS Meeting for Pre-approved Plan Providers: Discussion of Third Cycle Pre-Approved Defined Benefit Plan Submissions

The IRS is planning a virtual meeting to discuss technical and procedural requirements for third cycle defined benefit pre-approved plans. This meeting is intended for those providers who draft pre-approved plans and will apply for a third cycle defined benefit opinion letter under Rev. Procs. 2017-41 and 2020-10.

When: Thursday, January 21, 2021

           12:00pm – 1:30pm Eastern Time

Who should attend: Providers who are in the process of drafting plans should attend this virtual meeting and share their issues with the IRS prior to submitting plan documents for IRS review. We anticipate this meeting will be mutually beneficial for the providers and the IRS.

Register: Please send an email to Cameron.R.Kalchert@irs.gov by January 6, 2021, if you’re interested in attending. Include your name and email address so we can provide you with instructions for joining the meeting.

IRS Webinar: Uploading Forms 2848/8821 with Electronic Signatures

Watch this live webinar discussing the new option for submitting third-party authorization forms and signatures electronically. Learn what electronic signatures are acceptable and how to authenticate a taxpayer’s identity when conducting remote transactions, plus live Q&A.

When:  Thursday, December 10, 2020
             2:00 PM Eastern Time 

Register: Select this link to register for this 60-minute event.


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 at 877-829-5500.

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