Publications

Employee Benefits Bulletin, April 2002

IRS RELEASES NEW MODEL IRA FORMS

Recently, the IRS published model IRA forms (including Forms 5305-A, 5305-R, and 5305-RA) to incorporate statutory changes made by the Economic Growth and Tax Relief Reconciliation Act of 2001 ("EGTRRA") and to reflect the new, final required minimum distribution regulations. For a copy of the forms, go to the IRS website at www.irs.gov and type the desired form number in the "Search Forms and Publications" box. Look for more information in next month's Employee Benefits Bulletin.


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