Form 5498 reporting errors, Finding missing plan participants, DOL Corner, Reporting and disclosure requirements

Internal Revenue Service (IRS) sent this bulletin at 09/22/2014 09:19 AM EDT

Employee Plans News

September 22, 2014

Issue Number: 2014-15

Thank you for subscribing to the Employee Plans News.

In this edition of the Employee Plans News:

Form 5498 reporting errors
IRA trustees, issuers and custodians should carefully complete IRA transactions

Updated: Finding missing plan participants
Steps plan sponsors may take to locate missing participants

DOL corner
Updates on brokerage windows and missing participants

IRS and DOL guide for retirement plan reporting and disclosure issues

Chart summarizes plan sponsors responsibilities on Form 5500 annual reports, participant notices and other items.

If you have a technical or procedural question relating to retirement plans, please visit the EP Customer Account Services page in the Retirement section of the IRS.gov Web site.

If you have a specific concern about your retirement plan, call EP CUSTOMER ACCOUNT SERVICES at 1-877-829-5500.

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 Employee Plans News. Please Do Not Reply To This Message.

Update your subscriptions, modify your password or email address, or stop subscriptions at any time on your Subscriber Preferences Page. You will need to use your email address to log in. If you have questions or problems with the subscription service, please contact subscriberhelp.govdelivery.com.

This service is provided to you at no charge by the Internal Revenue Service (IRS).

Form 5498 reporting errors, Finding missing plan participants, DOL Corner, Reporting and disclosure requirements

Useful Links:

Contact Us:

IRS Resources

Issue Number: 2014-15