Winter 2012 Edition – February 13, 2012

Print Version of Newsletter (PDF)

Plan Issues

Plan Loans


  • 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

EP Phone Forums

  • Registerfor:
    • 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

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).

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