Found 94 Matching Items; Displaying 41 - 50.
Plan disclosure documents - Understanding your employer’s retirement plan
Your first step to saving for retirement is to understand how your employer’s retirement plan works. Most employer-sponsored retirement plans that receive favorable tax treatment must operate under a written document. Your employer must follow all plan provisions or risk losing the plan’s tax benefits. For most plans, your employer must give you plan disclosure documents explaining eligibility, contributions, vesting and other plan provisions.
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Administrators
Retirement plan forms and publications
Find the forms, instructions, publications, educational products, and other related information useful for retirement plans in one convenient place.
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Administrators
Retirement plan investments FAQs
Frequently asked questions on plan investments.
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Administrators
Individual retirement arrangements - Additional resources
Individual Retirement Arrangements - Additional Resources
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Administrators
How to take responsibility for your retirement
Helping you help yourself: The IRS offers tips to help you take responsibility for your retirement.
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Administrators
Benefits of setting up a retirement plan
The path to a secure retirement is choosing the right retirement plan. We’ll help you along the way! We’ll help you along the way!
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Administrators
Important info for people considering making early withdraws from retirement funds
COVID Tax Tip 2022-162, October 24, 2022 — No matter how much people plan, unexpected events occur. Often, those events result in unplanned expenses. To cover these costs sometimes people, withdraw funds from their retirement savings early.
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Individuals, Tax Professionals
IRS announces changes to retirement plans for 2022
Tax Tip 2021-170, November 17, 2021
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Individuals
Retirement plan resources for small employers and self-employed
The path to a secure retirement is choosing the right retirement plan. We’ll help you along the way! We’ll help you along the way!
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Administrators