IRA Resources
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IRA Online Resource Guide Online version of IRA Resource Guide for Small Business Owners & Individuals CD-ROM.
IRAs:
Pubs: IRA Forms
Frequently Asked IRA Questions
ROTH:
Frequently Asked ROTH Questions
SEPs:
Frequently Asked SEP Questions - Insights into Simplified Employee Pension Plans.
SIMPLE:
Frequently Asked SIMPLE Questions
What's Hot In Tax Forms, Publications, and Other Tax Products for IRAs
Resources - IRA-Based Plans
Retirement Plans Check-Up - Three-step approach designed to help business owners properly operate their retirement plans.
FAQs regarding SARSEPs - Insights into Salary Reduction Simplified Employee Pension Plans.
FAQs regarding a variety of topics relating to retirement plans.
Forms:
Form 5305A-SEP - Salary Reduction Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement.
Form 5305-SEP - Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement.
Form 5304-SIMPLE - Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - Not for Use With a Designated Financial Institution.
Form 5305-SIMPLE - Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - for Use With a Designated Financial Institution.
Publications - IRS:
Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans).
Publication 590 - Individual Retirement Arrangements (IRAs).
Publication 3998 - Choosing a Retirement Solution for Your Small Business.
Publication 4333 - SEP Retirement Plans for Small Businesses
Publication 4334 - SIMPLE IRA Plans for Small Businesses.
Publication 4336 - SARSEP for Small Businesses.
Publication 4405 - Have you had your Check-up this year? for SIMPLE IRAs, SEPs and Similar Retirement Plans.
Publication 4407 - SARSEP - Key Issues and Assistance. This publication addresses key issues, solutions, and resources for assistance with your SARSEP plan.
Other Resources:
SIMPLE IRA Plan Checklist - It is important to review the requirements for operating your SIMPLE IRA plan every year. This checklist has been designed as a diagnostic tool to help you keep your SIMPLE IRA plan in compliance with important tax rules.
SEP Checklist - It is important to review the requirements for operating your SEP every year. This checklist has been designed as a diagnostic tool to help you keep your SEP in compliance with important tax rules.
SARSEP Checklist - It is important to review the requirements for operating your SARSEP every year. This checklist has been designed as a diagnostic tool to help you keep your SARSEP in compliance with important tax rules.
Correction for Retirement Plans - A variety of resources relating to the Employee Plans Compliance Resolution System (EPCRS), a comprehensive system of correction programs established by the Service that enable sponsors or retirement plans that have experienced compliance violations to preserve the tax benefits of their plans.
Retirement Plans for Small Business - Information for starting and maintaining a small business retirement savings plan.
Announcement 2001-106 - New "Saver's Credit" - an income tax credit is available to eligible taxpayers who contribute to a retirement plan or IRA.
Cost-of-Living Adjustment Increases - Annual dollar limitations on benefits and contributions.
2002 EP CPE Text - Chapter 15 - Simplified Employee Pensions (SEPs). An article on Simplified Employee Pensions (SEPs) published by the Service as part of the Employee Plans Continuing Professional Technical Instruction Program.
2003 EP CPE Text - Chapter 13 - SEP, SARSEP Audit Techniques. An article on SEP, SARSEP Audit Techniques published by the Service as the Employee Plans Continuing Professional Technical Instruction Program.
- Internal Revenue Manual section 4.72.17 provides guidelines for examining SEPs and SARSEPs.
Simplified Employee Pension (SEP) LRM - Listing of Required Modifications and Information Package for use with prototype SEPs intending to satisfy the requirements of Code section 408(k).
SARSEP LRM - Listing of Required Modifications and Information Package to assist sponsors who are drafting SARSEPs.
SIMPLE IRAs LRM - Listing of Required Modifications and Information Package for use with prototype SIMPLE IRAs intending to satisfy the requirements of Code sections 408(p) and 408(a) or (b).
SIMPLE IRA Plan LRM - Listing of Required Modifications and Information Package containing samples of plan provisions that satisfy certain specific requirements of the Code as amended through the Working Families Tax Relief Act of 2004 (P.L. 108-311).
Published Guidance - Regulations, revenue rulings, revenue procedures, notices, announcements and other guidance relating to retirement plans.
EP Compliance Trends & Tips -
Results and findings from past and current EP examinations that identify compliance risks and recurring plan issues.
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