Consumer Information from the Federal Government
The quarterly Consumer Information Center Catalog lists more than 200 helpful federal publications. Obtain a free copy by calling 888-8-PUEBLO; on the Internet at www.pueblo.gsa.gov or by writing:
Consumer Information Catalog
Pueblo, CO 81009
Helpful Websites
www.irs.gov/faqs/faq-kw7.html
This IRS link answers frequently asked tax questions about 401(k) Pension Plans. It includes links to other IRS sites related to your retirement.
www.irs.gov/taxtopics/tc424.html
Tax Topic 424 from the IRS on 401k Plans
www.dol.gov/ebsa/publications/wyskapr.html
This Department of Labor link provides a discussion entitled “What You Should Know about Your Retirement Plan.”
www.aarp.org
The American Association of Retired Persons provides information on annuities and other topics related to financial planning for retirement.
The Employee Retirement Income Security Act of 1974, as amended (ERISA) requires employee benefit plan fiduciaries to act solely in the interests of, and for the exclusive benefit of, plan participants and beneficiaries. As part of that obligation, plan fiduciaries should consider cost, among other things, when choosing investment options for the plan and selecting plan service providers. They should carefully consider and compare all services and fees offered by different service providers.
Pursuant to IRS Circular 230, MetLife is providing you with the following notification: The information contained in this article is not intended to (and cannot) be used by anyone to avoid IRS penalties. You should seek advice based on your particular circumstances from an independent tax advisor.
Neither MetLife nor its representatives or agents are permitted to give legal, accounting, ERISA or tax advice. Any discussion of taxes, ERISA, or accounting rules included in or related to this newsletter is for general informational purposes only. Such discussion does not purport to be complete or to cover every situation.
ERISA and current tax laws are subject to interpretation and legislative change. Tax results and the appropriateness of any product for any specific taxpayer may vary depending on the particular set of facts and circumstances. You should consult with and rely on your own independent legal, accounting, ERISA and tax advisors.
