Topics

• Kinds of plans
• Setting up a qualified plan
• Minimum funding requirement
• Contributions
• Employer deduction
• Elective deferrals (401(k) plans)
• Distributions
• Prohibited transactions
• Reporting requirements
• Qualification rules

Publication

• 575 Pension and Annuity Income

Forms (and Instructions)

• Schedule C (Form 1040) Profit or Loss From Business
• Schedule F (Form 1040) Profit or Loss From Farming
• Schedule K-1 (Form 1065) Partner's Share of Income, Credits, Deductions, etc.
• W-2 Wage and Tax Statement
• 1040 U.S. Individual Income Tax Return
• 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
• 5330 Return of Excise Taxes Related to Employee Benefit Plans
• Form 5500 Annual Return/Report of Employee Benefit Plan
• 5500-EZ Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan
• Schedule A (Form 5500) Insurance Information

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