Retirement Plan

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Forms and Instructions

Relevant Forms

Form 23-EP Application for Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA)

Form 4461 Application for Approval of Master or Prototype Defined Contribution Plan

Form 4461-A Application for Approval of Master or Prototype or Volume Submitter Defined Benefit Plan

Form 4461-B Application for Approval of Master or Prototype or Volume Submitter Plans

Form 5310 Application for Determination Upon Termination (Info Copy Only)

5310 Instructions for Form 5310, Application for Determination Upon Termination

Form 5310-A Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business

5310-A Instructions for Form 5310-A, Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business

Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts

5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

Form 5330 Return of Excise Taxes Related to Employee Benefit Plans

5330 Instructions for Form 5330, Return of Excise Taxes Related to Employee Benefit Plans

Form 5500 Annual Return/Report of Employee Benefit Plan (Info Copy Only)

5500 Instructions for Form 5500, Annual Return/Report of Employee Benefit Plan

Form 5500 (Schedule A) Insurance Information (Info Copy Only)

Form 5500 (Schedule B) Actuarial Information (Info Copy Only)

Form 5500 (Schedule C) Service Provider Information (Info Copy Only)

Form 5500 (Schedule D) DFE/Participating Plan Information (Info Copy Only)

Form 5500 (Schedule E) ESOP Annual Information (Info Copy Only)

Form 5500 (Schedule G) Financial Transaction Schedules (Info Copy Only)

Form 5500 (Schedule H) Financial Information (Info Copy Only)

Form 5500 (Schedule I) Financial Information - Small Plan (Info Copy Only)

Form 5500 (Schedule R) Retirement Plan Information (Info Copy Only)

Form 5500 (Schedule SSA) Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits (Info Copy Only)

Form 5500-EZ Annual Return of One Participant (Owners and Their Spouses) Retirement Plan

5500-EZ Instructions for Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan

Form 6088 Distributable Benefits From Employee Pension Benefit Plans

Form 8498-EP Program Sponsor Agreement for Continuing Eduction for Enrolled Retirement Plan Agents

Form 8554-EP Application for Renewal of Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA)

Form 8881 Credit for Small Employer Pension Plan Startup Costs

Form 8905 Certification of Intent to Adopt a Pre-Approved Plan

Form 8915 Qualified Hurricane Retirement Plan Distributions and Repayments

8915 Instructions for Form 8915, Qualified Hurricane Retirement Plan Distributions and Repayments

Form 8930 Qualified Disaster Recovery Assistance Retirement Plan Distributions and Repayments

8930 Instructions for Form 8930, Qualified Disaster Recovery Assistance Retirement Plan Distributions and Repayments


Publications

Related Publications

Publication 560 Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)

Publication 4286 Simplified Employee Pension Plan (SARSEP) Checklist

Publication 4407 Salary Reduction Simplified Employee Pension (SARSEP)

Publication 4789 Enrolled Retirement Plan Agent: Represent Taxpayers Before the IRS on Retirement Plan Matters

Links Inside Publications

Publication 17 - Your Federal Income Tax (For Individuals) - Taxation of Periodic Payments

Taxation of Periodic Payments. Fully taxable payments. Generally, if you did not pay any part of the cost...

Publication 17 - Your Federal Income Tax (For Individuals) - Taxation of Nonperiodic Payments

Taxation of Nonperiodic Payments. Nonperiodic distributions are also known as amounts not received as an annuity....

Publication 334 - Tax Guide for Small Business (For Individuals Who Use Schedule C or C-EZ) - Pension Plans

Pension Plans. You can set up and maintain the following small business retirement plans for yourself and...

Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) - Salary Reduction Simplified Employee Pension (SARSEP)

Tax Treatment of Deferrals. Elective deferrals that are not more than the limits discussed earlier under Limit...

Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) - Prohibited Transactions

Tax on Prohibited Transactions. The initial tax on a prohibited transaction is 15% of the amount involved...

Publication 575 - Pension and Annuity Income - Taxation of Periodic Payments

Taxation of Periodic Payments. This section explains how the periodic payments you receive from a pension...

Publication 575 - Pension and Annuity Income - Taxation of Nonperiodic Payments

Taxation of Nonperiodic Payments. This section of the publication explains how any nonperiodic distributions...

Publication 939 - General Rule for Pensions and Annuities - Taxation of Periodic Payments

Taxation of Periodic Payments. This section explains how the periodic payments you receive under a pension...

Frequently Asked Questions