Benefit Audit Group, LLC           

Resources

AICPA Employee Benefit Plan Audit Quality Center - http://www.aicpa.org/InterestAreas/EmployeeBenefitPlanAuditQuality/Pages/EBPAQhomepage.aspx

DOL Compliance Assistance
http://www.dol.gov/ebsa/compliance_assistance.html

DOL – Frequently Asked Questions - http://www.dol.gov/ebsa/faqs/main.html

 

Voluntary Fiduciary Correction Program Online Calculator – http://www.dol.gov/ebsa/calculator/main.html  


Form 5500 instructions   

http://www.irs.gov/pub/irs-pdf/i5500.pdf

http://www.dol.gov/ebsa/5500main.html

 
IRS site
 
Tax Information for Retirement Plans Community
http://www.irs.gov/retirement 

Pension Protection Act of 2006 (PL 109-280)
http://www.irs.ustreas.gov/retirement/article/0,,id=165131,00.html

IRS 401(k) Fix-It Guide
http://www.irs.gov/pub/irs-tege/401k_mistakes.pdf

Publication 571 (12/2009), Tax-Sheltered Annuity Plans (403(b) Plans)
http://www.irs.gov/publications/p571/       (includes calculation for maximum amount contributable)

Retirement Plans FAQs regarding Hardship Distributions
http://www.irs.gov/retirement/article/0,,id=162416,00.html

Retirement plan limits

Dollar Limitations on Benefits and Contributions
http://www.irs.gov/retirement/article/0,,id=96461,00.html

Late filing of deposits guidelines
http://www.irs.gov/retirement/article/0,,id=135260,00.html

FreeERISA
http://www.freeerisa.com

QDRO link
http://www.qdrodesk.com/index.html

 

 

 

   

       
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