Publications - IRS
- Publication 560 PDF
Retirement Plans for Small Businesses (SEP, SIMPLE and Qualified Plans) - Publication 3998 PDF
Choosing a Retirement Solution for 星空体育手机端 Small Business - An Overview of retirement plans available to small businesses. - Publication 4118 PDF
Lots of Benefits - A discussion of the stages involved in the Retirement Plan Life Cycle. - Publication 4222 PDF
401(k) Plans for Small Businesses - Publication 4224 PDF
Retirement Plan Correction Programs - A brief description of the IRS, DOL and Pension Benefit Guaranty Corporation (PBGC) programs. - Publication 4674, Automatic Enrollment 401(k) Plans for Small Businesses PDF
Publications - U.S. Department of Labor
Other resources
- Retirement plans FAQs regarding automatic contribution arrangements (automatic enrollment arrangements)
- 401(k) automatic contribution arrangements - General annual participant notice
- 401(k) fix-it guide
New tips on how to identify, correct and avoid common errors in 401(k) plans. Eleven common errors are noted as trends with tips for each error. -
401(k) checklist PDF
It is important to review the requirements for operating your 401(k) plan every year. This checklist has been designed as a diagnostic tool to help you keep your 401(k) plan in compliance with important tax rules. - Check-up for your 401(k) plan PDF
Three-step approach designed to help business owners properly operate their401(k) plans.
ERISA Filing Acceptance System- Cash or Deferred Arrangement (CODA) listing of required modifications and information package PDF
Listing of Required Modifications and Information Package for use with cash or deferred arrangements.