1. Background On Person Completing Form

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Thank you for participating in this survey prepared by the IRS Advisory Committee on Tax Exempt and Government Entities (the “ACT”). The ACT is comprised of volunteers who work in the retirement industry, not IRS employees.
This survey is not being carried out or conducted by the IRS, but by the volunteer members of the ACT who advise the IRS on employee benefits issues. It is for informational purposes only and will assist the ACT in making recommendations to the IRS about how it may enhance its relationship with small employers and the compliance efforts of their retirement plans. Your responses will be aggregated with responses from others. Neither your individual responses nor your contact information (if you choose to provide it) will be provided to the IRS. The IRS will not know if you have responded to this survey.

The deadline to respond to this survey is December 31, 2010.

Again, we appreciate your willingness to provide this information to us. If you have any questions during this survey, please contact the ACT at IRSACT2010@gmail.com.
Barbara A. Clark
Kathryn J. Kennedy
David N. Levine
G. Daniel Miller
Adam C. Pozek
Susan P. Serota

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* 1. Who are you?

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* 2. Please identify which type of retirement plans you work with/advise.

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* 3. How many small plans do you advise?