Internal Revenue Service Tax Forms for Retirement Plans
Since the Internal Revenue Service requires retirement plans to complete certain tax forms to ensure compliance with its regulations, we, an independent pension consulting firm, are providing this web page to make these forms more accessible.
The Internal Revenue Service requires most retirement plans to file a series of 5500 forms annually. In addition, the Internal Revenue Service requires retirement plans to file forms when seeking their approval on installation, amendment or termination. Other IRS tax forms are needed for special circumstances.
Internal Revenue Service tax forms for retirement plans are available at the following web sites:
If you have questions about the completion of the Internal Revenue Service series 5500 forms, other retirement plan tax forms or about retirement plans, please complete our Pension Plan Questionnaire.
