LINKS TO RELATED WEBSITES
Below are helpful resources related to retirement plan compliance, administration, and industry news. These external websites provide valuable information from government agencies and professional organizations in the pension and benefits space.
ASPPA – American Society of Pension Professionals & Actuaries
A leading organization for retirement plan professionals, ASPPA focuses on education, advocacy, and the advancement of the private pension system.
Internal Revenue Service (IRS) – Retirement Plans
The IRS administers the federal tax rules governing retirement plans. This section of the IRS website provides guidance, updates, and tools for plan sponsors and professionals.
IRS Forms & Instructions
Search and download current IRS forms and instructions related to retirement plans, including Forms 5500, 1099-R, and others.
Department of Labor – Employee Benefits Security Administration (EBSA)
The EBSA is the division of the Department of Labor that oversees retirement plan regulation and enforcement. Their site includes compliance tools, reporting requirements, and guidance for plan sponsors.
Pension Benefit Guaranty Corporation (PBGC)
The PBGC protects retirement benefits in private-sector defined benefit plans. Their site includes information on premium filings, plan terminations, and compliance resources.
BenefitsLink
An industry news site offering daily updates, articles, and discussion forums focused on retirement plan issues and regulatory developments.
FreeERISA
Use this site to search for and access publicly available Form 5500 filings and other retirement plan data. Registration is free.
