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Correct Your Retirement Plan Errors

Review exceptions to the 10% additional tax on early retirement plan distributions. 

Retirement plans are generally required by law to send out notices to plan participants, and file certain forms and reports with the IRS and the Department of Labor (DOL), depending on a plan's type, size, and circumstances.

Publication 560 discusses retirement plans you can set up and maintain for yourself and your employees. This publication discusses retirement plans you can set up and maintain for yourself and your employees.

Payroll Deduction IRAs, SARSEPs, SEPs, and SIMPLE IRA Plans are "No Fuss" plans that range from those with little employer involvement to those that the employer establishes and funds.

Retirement tips for employers thinking about adopting a retirement plan and employers with retirement plans.

We are informing you that you owe taxes and penalties. This happened because you didn't take out the required minimum amount from your individual retirement arrangement (IRA), or you put too much money into a tax-sheltered account.

General description of the IRS Voluntary Correction Program (VCP) for retirement plans.

Information about Form 8888, Allocation of Refund (Including Savings Bond Purchases), including recent updates, related forms and instructions on how to file. Use Form 8888 to directly deposit your refund (or part of it) to one or more accounts at a U.S. bank or other financial institution.

Retirement plan news for plan sponsors, participants and tax practitioners. View our current edition, browse the newsletter archive, or subscribe to future editions.