Taxing Web Site Reviews

Web Site Review: Retirement Plans Navigator

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IRS Ret Plans NavScreenshot of IRS Retirement Plans Site


Who: Internal Revenue Service

What: Retirement Plan Information

Overview: The IRS Retirement Plans Navigator offers checklists and guides to help sort out retirement plan options for small business owners. You can also compare various retirement plans in a format similar to product buying sites.


  • Information on nine common retirement plans is one click from the home page. For each plan, there’s information on choosing, maintaining and correcting already establishing plans.
  • Site use is free, and you’re not required to register or provide personal information.
  • The site loads quickly, has a simple, eye-pleasing layout, and is easy to navigate.
  • The information is easy to read and informative.

Potential Drawbacks

  • Retirement plan rules are complex and difficult to simplify, and the amount of information presented could be overwhelming.
  • The glossary, while clear and helpful, is not extensive.
  • Links to some off-site resources are broken.

Opinion: The site would be useful for a motivated business owner who has already discussed retirement plans with a tax advisor, or for tax preparers looking for a quick refresher on the features of different plans prior to a meeting with such a client.

Taxing Lessons Final Grade: A

Review Policy Disclosure: Taxing Lessons receives no compensation for web site reviews and has no affiliation with the reviewed sites.


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