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Employee Plans News

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Employee Plans NewsDecember 19, 2013

Useful Links:

Information for Benefits Practitioner

Information for Plan Participant/Employee

Information for Plan Sponsor/Employer

Examinations/Enforcement

Determinations

Correcting Plan Errors

Benefits Conference Calendar

Upcoming Educational Events


Contact Us:

e-mail Your Retirement Plan Questions

e-Mail Your Retirement Plan Comments


IRS Resources

Compliance & Enforcement

Contact My Local Office

Filing Options

Forms & Pubs

Frequently Asked Questions

News

Taxpayer Advocate

Where to File


Issue Number:  2013-10

Thank you for subscribing to the Employee Plans News. 

In this edition of the Employee Plans News: 

Closing agreement requests allow plan sponsors to resolve income or excise tax issues that can’t be corrected under the Employee Plans Compliance Resolution System

Limited, temporary relief from nondiscrimination requirements for closed defined benefit plans

Determination letter applications

Monika Templeman, EP Exam Director bids farewell

Charitable contributions of up to $100,000 per year by IRA owners, age 70½ or over, directly transferred to an eligible charity before December 31 are tax-free

In-plan Roth rollovers– deadline extended to add Roth provisions for 2013

Updated:
Publication 4334, SIMPLE IRA Plans for Small Businesses
Publication 4333, SEP Plans for Small Businesses
Publication 4482, 403(b) Tax-Sheltered Annuities for Participants
Publication 4483, 403(b) Tax-Sheltered Annuity Plans for Sponsors


If you have a technical or procedural question relating to retirement plans, please visit the EP Customer Account Services page in the Retirement section of the IRS.gov Web site.

If you have a specific concern about your retirement plan, call EP CUSTOMER ACCOUNT SERVICES at 1-877-829-5500.

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