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401 (K) PLANS - IRS tax forms

401(k) PLANS for Small Businesses is a joint project of the Department of Labor s Employee Benefits Security Administration (DOL/EBSA) and the Internal Revenue Service. To view this and other EBSA publications, visit the agency s website at: order publications or to request assistance from a benefits advisor, contact EBSA electronically at: call toll free: publication will be made available in alternative format to persons with disabilities upon request:Voice phone: 202-693-8664 TDD: 202-501-3911 This publication constitutes a small entity compliance guide for purposes of the Small Business Regulatory Enforcement Fairness Act of publication does not constitute legal, accounting, or other professional 401(k) PLANS ?

recordkeeping system will track and properly attribute contributions, earnings and losses, plan investments, expenses, and benefit distributions. If a contract administrator or financial institution assists in managing the plan, that entity typically will help keep the required records. In addition, a recordkeeping system will help you, your plan

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