IRS resources
Requesting Copies of Plan Documents
How to request copies of documents in determination letter application files
Tax Topic Index
These Tax Topics contain general individual and business tax information.
Publication 4190 PDF
Tax Guide for the Retiree
Retirement Plans Frequently Asked Questions (FAQs)
General information about subjects of interest to participants in retirement plans.
Participant Events - What Participants Should Receive
Explanation of participant events, which notices participants should receive based on these participant events and when these notices should be issued.
Plan Events - What Participants Should Receive
Explanation of plan events, which notices participants should receive based on these plan events and when these notices should be issued.
Retirement Savings Tips for Individuals
Basic articles about planning for retirement and understanding your employer’s retirement plan.
How to Take Responsibility for Your Retirement
Helping you help yourself.
Are You Self-Employed?
Retirement information for plan sponsors and employers.
What is the Employee Plans Office and What Does it Do?
An overview of the office of Employee Plans (EP) under the Tax Exempt & Government Entities (TE/GE) operating division of the Internal Revenue Service.
Contact Us
Call, write or email us with questions on retirement plan issues.
Taxpayer Rights
A summary of your rights as a taxpayer and the IRS' obligation to protect them.
Forms and Publications
A variety of forms, publications and products relating to retirement plans.
IRAs - Individual retirement accounts or arrangements
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Required Minimum Distribution Worksheets
Use these worksheets to calculate the amount of Required Minimum Distribution from your IRAs. - Contribution Limits
How much can you contribute to your IRA? - Individual Retirement Arrangements (IRAs)
Guide to IRAs and retirement plans funded with IRAs. - Publication 560, Retirement Plans for Small Businesses (SEP, SIMPLE, and Qualified Plans) PDF
- Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs)
- Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs)
- Form 5305, Traditional Individual Retirement Trust Account PDF
- Form 5305-A, Traditional Individual Retirement Custodial Account PDF
Roth IRAs
403(b) tax-sheltered annuities
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403(b) Mini-Course for - Presentation on operating 403(b) plans and how they work.
Retirement income and distributions
Other forms
Department of Labor resources
Retirement Information from the Consumer Information on Retirement Plans
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A guide to assist you in retirement planning. -
Helpful hints to assist in your preparation for retirement. -
A guide to assist you in setting your financial and retirement goals. -
An overview of the information a plan is required to disclose to employees and participants. -
Answers to some common questions about fees and expenses that may be paid by your 401(k) plan. -
An outline of the steps you may take to file a claim and what to do if you are denied benefits.
Know what participant benefit rights are and how to make the benefits work for the participant.
Other resources
Official information and services from the U.S. government- Retirement Information from
Providing financial education resources for all Americans - Retirement Information from the
- Retirement Information from the
Information for Workers and Retirees - Investor Tools from the
Calculators for Investors
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