Found 133 Matching Items; Displaying 1 - 10.
Maintaining your retirement plan records
As an employer sponsoring a retirement plan, you are required by law to keep your books and records available for review by the IRS. Having these records will also facilitate answering questions when determining participants’ benefits. Employee plans covers the qualification of pension, annuity, profit sharing and stock bonus plans, IRAs, SEPs, SIMPLEs, tax sheltered annuities, and 457 plans.
General Information
Administrators
How do I apply for Professional Employer Organization certification?
CPEO applicants must complete an application through the IRS Online Registration System.
General Information
Tax Professionals, Small Businesses
Employers: Webinar for important details on Employee Retention Credit before the March 22 deadline
Tax Tip 2024-14, March 8, 2024 — The March 22 deadline to apply to the Employee Retention Credit – Voluntary Disclosure Program is fast approaching.
General Information
Businesses, Tax Professionals
Responsible Individual Personal Attestation
How Do I Apply for Professional Employer Organization Certification? - Responsible Individual Personal Attestation
General Information
Tax Professionals, Small Businesses
SIMPLE IRA Plan Fix-It Guide – You made incorrect employer contributions for eligible employees
SIMPLE IRA Plan Fix-It Guide – You made incorrect employer contributions for eligible employees
General Information
Administrators
401(k) plan fix-it guide - Employer matching contributions weren't made to all appropriate employees
401(k) Fix-It Guide - Employer matching contributions weren't made to all appropriate employees.
General Information
Administrators
SOI Tax Stats - Affordable Care Act (ACA) statistics: Credit for small employer health insurance premiums
SOI Tax Stats - Affordable Care Act (ACA) Statistics: Credit for Small Employer Health Insurance Premiums
About IRS
Tax Professionals
403(b) plan Fix-it Guide - An employee making a 15-years of service catch-up contribution doesn’t have the required 15 years of full-time service with the same employer
403(b) plan Fix-it Guide - An employee making a 15-years of service catch-up contribution doesn’t have the required 15 years of full-time service with the same employer
General Information
Administrators
A plan sponsor's responsibilities
Retirement tips for employers thinking about adopting a retirement plan and employers with retirement plans.
General Information
Administrators