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Benefits in the News > By Subject >

Distributions - rollovers


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[Guidance Overview] Changes Proposed to Allocation Rules for Rollovers
IRS Shifts Course with New Rollover Distribution Rule
[Guidance Overview] IRS Notice 2014-54 Allows Splitting Pretax and After-Tax Amounts by Direct Rollover
[Official Guidance] IRS Notice 2014-54: Guidance on Allocation of After-Tax Amounts to Rollovers (PDF)
IRS Rules Verbal Request a Timely IRA or ESA Contribution
IRS Allows Spouses to Roll Inherited IRAs Through Own Trusts to Their IRAs
What New IRS Rules Mean for Your Retirement Account
[Opinion] Text of Testimony on Behalf of Pension Right Center to ERISA Advisory Council: Issues and Considerations Around Facilitating Lifetime Plan Participation (PDF)
Five Retirement Account Creditor Protection Myths ... And the Real Facts
[Opinion] Former DOL Deputy Director Declares Scandal in IRA Rollovers
Brokers Lure Soldiers Out of Low-Fee Federal Retirement Plan
[Guidance Overview] Accepting Rollover Contributions Now Easier for Retirement Plans
Eighth Circuit Reverses Tax Court's Denial of Taxpayer's Partial Rollover Contribution
[Guidance Overview] IRS Provides New Safe Harbors for Validation of Rollover Contributions (PDF)
[Guidance Overview] IRS Issues Guidance on In-Plan Roth Rollovers and Latest Cumulative List (PDF)
[Guidance Overview] IRS Provides Guidance on Expanded In-Plan Roth Rollover Feature (PDF)
What NOT to Do When a Trust is the IRA Beneficiary
Estate as Beneficiary: IRA vs. Qualified Plan
An Inherited IRA Is Not a 'Retirement' Account for Purposes of Bankruptcy Protection
Take it or Leave it? What Older Workers Do with Their 401(k) Balances (PDF)
[Guidance Overview] Plan-to-Plan Rollover Guidance Issued by IRS
IRA Balances, Contributions, and Rollovers, 2012 (PDF)
[Opinion] More Musings on the New IRA Rollover Limitation
Where Should You Convert -- Roth IRA or Roth 401(k)?
Tax Court Declines to Revisit Bobrow
Rollover Rule Change Will Cause Trouble
[Guidance Overview] A Plan Administrator's 'Due Diligence' Obligations for Rollover Contributions
[Guidance Overview] IRS Relaxes Rollover Rules for Receiving Plans -- Or Does It?
IRS Safe Harbor for Accepting Rollover Contributions: on the Interplay Between Rev. Rul. 2014-9 and Form 5310
IRS Defers Effective Date of Bobrow Decision to 2015 Distributions
Helping Plan Participants to Choose Between Annuities and Lump Sums
[Guidance Overview] FINRA's 'Reminder' About Rollovers Is News to Many
What to Do With Your 401(k) When You Retire
[Guidance Overview] IRS Ruling Streamlines Plans' Acceptance of Rollover Contributions
Would an Expanded Fiduciary Definition Lead to Billions in Retirement Cash-Outs?
Chart of Rollover-Eligible Retirement Plans and IRA Combinations (PDF)
[Opinion] Mountains of Paperwork Make 401(k) Transfers a Tough Hill to Climb
[Guidance Overview] IRS Offers Two New Due Diligence Safe Harbor Procedures for Accepting Rollovers into Qualified Plans
[Guidance Overview] IRS Rev. Rul. 2014-9 Offers Rollover Due Diligence Safe Harbor (PDF)
[Guidance Overview] IRS Expands In-Plan Roth Rollovers
[Guidance Overview] Two New Safe Harbor Procedures for Rollovers to Qualified Plans
[Guidance Overview] PBGC Proposes Additional Guarantee for Rollover Benefits (PDF)
[Guidance Overview] IRS Issues Guidance Facilitating Rollovers to Qualified Retirement Plans
[Official Guidance] Text of IRS Rev. Rul. 2014-9: Reasonable Belief by Administrator When Accepting Rollover into Qualified Retirement Plan (PDF)
[Official Guidance] Text of PBGC Proposed Regs: Title IV Treatment of Rollover from Defined Contribution Plan to Defined Benefit Plan
IRA Rollovers: 'One' Really Does Mean 'One' Now
The 60-Day IRA Rollover: What Can Go Wrong
[Guidance Overview] IRA Rollover Guidance Issued: IRS Will Follow the Tax Court
[Official Guidance] Text of IRS Announcement 2014-15: Application of One-Per-Year Limit on IRA Rollovers (PDF)
A Warning on Multiple IRA Rollovers
Rollovers to IRAs from Employer-Sponsored Retirement Plans: Emerging Legal and Regulatory Standards (PDF)
Schwab Shoos $25 Billion of Client Assets Out the Door as It Calls the Bluff of Employers with Lopsided 401(k) Contracts
Are Some People Rolling Into IRAs in Order to Make Tax-Advantaged Withdrawals? (PDF)
IRS Issues Guidance on Roth Rollovers of Nondistributable Balances
IRA Rollovers: A Checklist for Documenting the Discussion
[Opinion] Tax Court Ruling and IRS Rollover Guidance Don't Add Up
Roll Over, Bobrow: Surprising Tax Court Decision on IRA Rollover Rules
Even a Tax Lawyer Can Get the IRA Rollover Rules Wrong
Tax Court Takes Restrictive View of One Year Limitation on Indirect IRA Rollovers (PDF)
Overall IRA Withdrawal Rates Follow RMD Rule Rates

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