IRS Forms

Important IRS (Internal Revenue Service) Forms for 401k Plans

On this page, you will find links to important 401k forms located on the IRS’s website @ www.irs.gov

i) www.irs.gov/publications/p560/index.html – Provides very useful information on setting up Simple 401k or Simple IRA plans, contribution limits, notification requirements, tax treatment of contributions, minimum funding requirements, due dates and more!

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