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TOPIC:  Pension Plan
Synonym: Retirement 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 5310 Application for Determination Upon Termination (Info Copy Only) Topic Screen for this Form
5310 Instructions
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 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax Favored Accounts Topic Screen for this Form
5329 Instructions
Form 5330 Return of Excise Taxes Related to Employee Benefit Plans Topic Screen for this Form
5330 Instructions
Form 5500 Annual Return/Report of Employee Benefit Plan (Info Copy Only) Topic Screen for this Form
5500 Instructions
Form 5500 (Schedule A) Insurance Information (Info Copy Only) Topic Screen for this Form
Form 5500 (Schedule B) Actuarial Information (Info Copy Only) Topic Screen for this Form
5500 (Schedule B) Instructions
Form 5500 (Schedule C) Service Provider Information (Info Copy Only) Topic Screen for this Form
Form 5500 (Schedule D) DFE/Participating Plan Information (Info Copy Only) Topic Screen for this Form
Form 5500 (Schedule E) ESOP Annual Information (Info Copy Only) Topic Screen for this Form
Form 5500 (Schedule G) Financial Transaction Schedules (Info Copy Only) Topic Screen for this Form
Form 5500 (Schedule H) Financial 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 P) Annual Return of Fiduciary of Employee Benefit Trust (Info Copy Only) Topic Screen for this Form
5500 (Schedule P) Instructions
Form 5500 (Schedule R) Retirement Plan Information (Info Copy Only) Topic Screen for this Form
Form 5500 (Schedule SSA) Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits (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 5500EZ Annual Return of One Participant (Owners and Their Spouses) Retirement Plan (Info Copy Only) Topic Screen for this Form
5500EZ Instructions
Form 6088 Distributable Benefits From Employee Pension Benefit Plans Topic Screen for this Form
Form 8881 Credit for Small Employer Pension Plan Startup Costs Topic Screen for this Form
 Publications
Relevant Publications
Publication 560 Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) PDF version of Publication Topic Screen for this Publication
Links Inside Publications
Publication 17 - Your Federal Income Tax - Retirement Plans, Pensions, and Annuities
Tax on Excess Accumulation To make sure that most of your retirement ...
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 ...
Publication 535 - Business Expenses - Retirement Plans
Retirement Plans
Publication 554 - Older Americans' Tax Guide - Retirement Plan Distributions
Tax on Excess Accumulation To make sure that most of your retirement ...
Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) - Salary Reduction Simplified Employee Pension (SARSEP)
Tax Treatment of Deferrals Elective deferrals are no longer subject to the deduction limits ...
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 ...
Publication 575 - Pension and Annuity Income - Taxation of Periodic Payments
Taxation of Periodic Payments This section explains how the periodic payments you receive ...
Publication 575 - Pension and Annuity Income - Taxation of Nonperiodic Payments
Taxation of Nonperiodic Payments This section of the publication explains how any ...
Publication 575 - Pension and Annuity Income - Special Additional Taxes
Tax on Excess Accumulation To make sure that ...
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 ...
Related Topic Links
right arrow403(b) Plan
right arrowAnnuity
right arrowCan You Move Retirement Plan Assets?
right arrowCivil Service Retirement Benefits
right arrowComputation Under the General Rule
right arrowCovered by an employer retirement plan.
right arrowGroup Exemption Letter
right arrowPlan
right arrowRequired Distributions
right arrowRetirement Plan, Assets
right arrowRetirement Plan, Contribution
right arrowRetirement Plan, Deduction Limit
right arrowRetirement Plan, Distribution
right arrowRetirement Plan, Written Plan Requirement
right arrowRetirement Plans, Pensions, and Annuities
right arrowRoth IRA
right arrowSEP
right arrowSEP, Salary Reduction
right arrowSIMPLE
right arrowSmall Employer Pension Plan
right arrowStartup Costs, Pension Plan
right arrowWithdrawal