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TOPIC:  Plan
 Forms  Publications
Forms and Instructions Forms and Instructions
Relevant Forms
Form 4461 Application for Approval of Master or Prototype Defined Contribution Plan Topic Screen for this Form
Form 4461A Application for Approval of Master or Prototype Defined Benefit Plan Topic Screen for this Form
Form 4461B Application for Approval of Master or Prototype Plan Topic Screen for this Form
Form 5300 Application for Determination for Employee Benefit Plan (Info Copy Only) Topic Screen for this Form
5300 Instructions
Form 5304-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) Topic Screen for this Form
Form 5305-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) Topic Screen for this Form
Form 5309 Application for Determination of Employee Stock Ownership Plan Topic Screen for this Form
Form 5310A Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business (Info Copy Only) Topic Screen for this Form
5310A Instructions
Form 5500 Annual Return/Report of Employee Benefit Plan (Info Copy Only) Topic Screen for this Form
5500 Instructions
Form 5500 (Schedule D) DFE/Participating Plan Information (Info Copy Only) Topic Screen for this Form
Form 5500 (Schedule I) Financial Information - Small Plan (Info Copy Only) Topic Screen for this Form
Form 5500 (Schedule R) Retirement Plan Information (Info Copy Only) Topic Screen for this Form
Form 5500 (Schedule T) Qualified Pension Plan Coverage Information (Info Copy Only) Topic Screen for this Form
Form 5558 Application for Extension of Time to File Certain Employee Plan Returns Topic Screen for this Form
Form 6406 Short Form Application for Determination for Minor Amendment of Employee Benefit Plan (Info Copy Only) Topic Screen for this Form
6406 Instructions
Form 8717 User Fee for Employee Plan Determination Letter Request Topic Screen for this Form
Form 8881 Credit for Small Employer Pension Plan Startup Costs Topic Screen for this Form
 Publications
Links Inside Publications
Publication 535 - Business Expenses - Qualified Plan
Setting Up a Plan You must adopt a written plan. The plan can be an IRS-approved master or ...
Related Topic Links
right arrow401(k) Plan
right arrow403(b) Plan
right arrow403(b) Plan Basics
right arrow403(b) Plan, Contribution
right arrow403(b) Plan, MAC
right arrow501(c)(20) - Group Legal Services Plan Organizations
right arrowAccident or Health Plan
right arrowAccountable plan rules not met.
right arrowBenefits from a previous employer's plan.
right arrowCafeteria plan
right arrowCan You Move Retirement Plan Assets?
right arrowCoverage by an Employer Plan
right arrowCovered by an employer retirement plan.
right arrowDeferred Compensation Plan
right arrowDefined Benefit Plan
right arrowDefined Contribution Plan
right arrowDistribution Before Annuity Starting Date From a Nonqualified Plan
right arrowDistribution Before Annuity Starting Date From a Qualified Plan
right arrowEmployee Benefit Plan
right arrowEmployee meets accountable plan rules.
right arrowEmployee Plan Determination
right arrowEmployer-Sponsored Health Insurance Plan
right arrowESOP
right arrowESPP
right arrowExcise Tax on Reversion of Plan Assets
right arrowExtension of Time to File, Employee Plan
right arrowInvesting Plan Assets
right arrowLimit If Covered By Employer Plan
right arrowLoan from a qualified employer plan.
right arrowMedical Information Plan
right arrowPension Plan
right arrowPlan Certification
right arrowQualified Plan
right arrowReporting your expenses under a nonaccountable plan.
right arrowRetirement Plan, Assets
right arrowRetirement Plan, Contribution
right arrowRetirement Plan, Deduction Limit
right arrowRetirement Plan, Distribution
right arrowRetirement Plan, Written Plan Requirement
right arrowRollover From Employer's Plan Into an IRA
right arrowSick Pay Plan
right arrowSIMPLE
right arrowSIMPLE 401(k) Plan
right arrowSmall Employer Pension Plan
right arrowStartup Costs, Pension Plan
right arrowThrift Savings Plan