Earlier this year, the Internal Revenue Service (IRS) initiated a project to survey the level of 401(k) plan compliance with tax laws and regulations. As part of the project, the IRS sent a comprehensive questionnaire to a random sample of 1,200 plans across the country,selected from all plans that submitted a Form 5500 for the 2007 plan year. Plans selected to complete the questionnaire were notified by letter mailed to the
plan’s sponsor. Once the plan receives the notice by mail, the plan must complete the questionnaire online within ninety (90) days of the date of notice. A sample notice can be
found here: http//www.irs.gov/pub/irs-tege/letter1562v_epcu.pdf.
Firefox recommends the PDF Plugin for Mac OS X for viewing PDF documents in your browser.
We can also show you Legal Updates using the Google Viewer; however, you will need to be logged into Google Docs to view them.
Please choose one of the above to proceed!
LOADING PDF: If there are any problems, click here to download the file.