Tuesday, November 6, 2012

Retirement Plan Help - Gov't Agencies

Where do you go for help?  I always suggest starting with your plan administrator with any questions.  What happens if it is clear there is a problem with your retirement plan account and you need help because the plan administrator is not helping or appears to be acting shady?

Briefly, I wanted to go over different government agencies that may be able to help you.

For all qualified retirement plans regardless of type, the Internal Revenue Service (IRS) and Department of Labor (DOL) can be of help:
Employee Benefits Security Administration (EBSA) of the DOL http://www.dol.gov/ebsa/publications/Filingretirementclaim.html
IRS http://www.irs.gov/uac/Contact-Your-Local-IRS-Office-1


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