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Retirement Plan Reporting and Disclosure Requirements (PDF)
Internal Revenue Service [IRS] Link to more items from this source
[Guidance Overview]
Sept. 5, 2014
13 pages. "This Reporting and Disclosure Guide for Employee Benefit Plans was prepared by the IRS and reviewed by the Treasury Department, the Department of Labor, and the Pension Benefit Guaranty Corporation [PBGC]. It is intended to be used as a quick reference tool for certain basic reporting and disclosure requirements under [ERISA]." [The IRS also maintains a web page which summarizes reporting requirements; that page includes links to DOL and PBGC requirements as well.]

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