Wednesday, April 27, 2011

IRS Publications and Plan and Plan Participants

IRS has 838 publications listed on their website. This is the last of my lists of the most useful ones. These publications deal with employer plans. And remember - they are free!

Publ 571 Tax-Sheltered Annuity Plans (403(b) for Employees of Public Schools and Certain Tax-Exempt Organizations
Publ 575 Pension and Annuity Income
Publ 721 Tax Guide to U.S. Civil Service Retirement Benefits
Publ 931 Deposit Requirements for Employment Taxes
Publ 939 General Rule for Pensions and Annuities
Publ 3998 Choosing a Retirement Solution for Your Small Business
Publ 4222 401(k) Plans for Small Business
Publ 4224 Retirement Plans Correction Programs
Publ 4278 Retirement News for Employers
Publ 4284 SIMPLE IRA Retirement Plan Checklist
Publ 4285 Simplified Employee Pension (SEP) Checklist
Publ 4286 Simplified Employee Pension Plan (SARSEP) Checklist
Publ 4482 403(b) Tax-Sheltered Annuity for Participants
Publ 4483 403(b) Tax-Sheltered Annuity Plan for Sponsors
Publ 4484 Choose a Retirement Plan for Employees of Tax-Exempt Government Entities
Publ 4513 Military Pensions and Federal Tax Withholding
Publ 4530 Designated Roth Accounts Under a 401(k) or 403(b) Plan - Frequently Asked Questions
Publ 4531 401(k) Plan Checklist
Publ 4546 403(b) Plan Checklist
Publ 4547 Have you had your checkup this year for 403(b) Retirement Plans?

All of these publications can be found on the IRS website. They are in PDF format and can be downloaded to a computer or can be printed out by section or the entire publication. Go to www.irs.gov, on the left hand side of the screen click on Forms and Publications.

By IRA Technical Consultant Beverly DeVeny and Jared Trexler
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*Copyright 2011 Ed Slott and Company, LLC

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