Winter 2012 Issue

Retirement News for Employers

 
Winter 2012 Edition - February 13, 2012

Print Version of Newsletter (PDF)

Plan Issues

Plan Loans

Forms

  • Tips for Form 5558 requests for extension to file Form 5500-series returns
  • Using old forms may cause errors and could result in processing delays

Required Minimum Distributions

Individual Income Taxes

Phone Forums and Webinars

  • Register for free phone forums:
    • Benefit Restrictions (February 23) - a review of the funding based benefit restrictions in IRC section 436
    • 401(k) Questionnaire Interim Report (March 6) - a discussion of the report and next steps
  • Register for free webcast - Helping Small Business Owners Save for Retirement  (February 23)

New on the Web

Tax Practitioners

Stay Connected to IRS Employee Plans

Recurring Columns


The Retirement News for Employers is a periodic newsletter with retirement plan information for employers and business owners – and their tax advisors from Employee Plans (Tax Exempt and Government Entities (TE/GE) at the IRS).

If you have any comments or suggestions on our newsletter or Web pages, please send them to RetirementPlanComments@irs.gov.

Browse the newsletter archive or subscribe to future editions.

It is permissible to reproduce our newsletter. We ask that you place a note stating that (1) It is a publication of the IRS Employee Plans, and (2) The presence of IRS material does not constitute or imply the endorsement, recommendation, or favoring by the IRS of any opinions, products, or services offered by the sponsor of this web page or document.

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