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Benefits in the News > By Subject >

Distributions - rollovers


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[Guidance Overview] New IRS Self-Certification Procedure Eases Complexity of Obtaining Waiver of 60-Day Time Limit on Rollovers
2014 Update of the EBRI IRA Database: IRA Balances, Contributions, Rollovers, Withdrawals, and Asset Allocation (PDF)
[Guidance Overview] IRS Releases Self-Certification Procedure for Late IRA Rollovers
[Guidance Overview] IRS Allows Self-Certification for Late Rollovers of Retirement Plan Funds
[Official Guidance] Text of IRS Rev. Proc. 2016-47: Waiver of 60-Day Rollover Requirement (PDF)
[Guidance Overview] Text of IRS News Release: New Procedure Helps People Making IRA and Retirement Plan Rollovers (PDF)
Why You Should Do An IRA Rollover When You Leave Your Job
Might 'Auto Portability' Reduce 401(k) 'Leakage'?
12 No-Tax and Low-Tax Retirement Plan Distributions
Rolling Over a 401(k) Distribution Has Potential Pitfalls
Exceptions to the Pro Rata Rule for IRA Distributions
[Opinion] Final DOL Fiduciary Rule Is Likely to Spawn More Litigation Against Financial Advisers
Are Rollover IRAs on the Way Out?
Corporate Pension Sponsors Fight for Ex-Employees' 401(k) Assets
[Guidance Overview] The New Fiduciary Regs: A Practical Review, Part 2 (PDF)
Your Qualified Plan: A Retirement 'Home' for Your Former Employees?
[Guidance Overview] The Final Fiduciary Rule's Impact on Investment Managers (PDF)
[Opinion] American Benefits Council Testimony to ERISA Advisory Council on Participant Plan Transfers and Consolidation for the Advancement of Lifetime Plan Participation
[Guidance Overview] The DOL's New Fiduciary Rule: Capturing the Apparent Conflict at the 'Moment of Rollover' (PDF)
[Guidance Overview] Best Interest Contract Exemption Permits Proprietary Products and Commissioned Sales
IRS Issues Final Regulations for Designated Roth Account Distributions (PDF)
[Guidance Overview] Simplified 401(k) Roth Rollover Rules Finalized
'Best Interest,' BICE and Class Action Targets, Part 2
[Official Guidance] Text of IRS Final Regs: Removal of Allocation Rule for Disbursements from Designated Roth Accounts to Multiple Destinations
2016 ERISA Advisory Council Issue Statement: Participant Plan Transfers and Account Consolidation (PDF)
[Guidance Overview] DOL Final Fiduciary Rule: What Plan Sponsors Need to Know
[Opinion] Why Luring 401(k) Assets to IRA Rollovers in a Post-DOL-Rule World Remains Child's Play, Which Keeps $7.6 Trillion in the IRA Game and Growing
[Guidance Overview] DOL Finalizes Overhaul of Investment Fiduciary Definition
Conflicts in a Rapidly Changing Fiduciary Landscape: Broker Dealer Challenges (PDF)
Goodbye Rollovers, Hello 'Stay-Overs'
The Role of IRAs in U.S. Household Saving for Retirement, 2015 (PDF)
The Psychology Behind Leakage of Retirement Plan Assets (PDF)
[Opinion] The Fiduciary's Duty of Care for QRP Rollovers to IRAs
[Official Guidance] Text of IRS Publication 721: Tax Guide to U.S. Civil Service Retirement Benefits, for Tax Year 2015 (PDF)
2016: The Year of the Fiduciary Rule
[Official Guidance] Text of 2015 IRS Publication 575: Pension and Annuity Income (PDF)
Another ROBS Gone Wrong: IRS Disqualifies ESOP
Make Your Retirement Nest Egg Last Longer by Leaving It in Your 401(k)
The Case for Why the DOL Fiduciary Rule Won't Kill IRA Rollovers
Extenders Bill Poised to Make Big Changes: What You Need to Know
Planning for the Dementia Factor in Retirement: Options to Consider If an IRA Beneficiary May Develop a Mental Disability
Salvaging the 2015 Roller Coaster Ride with Your Retirement Accounts: Roth IRA Conversion
The Most Important Question to Ask a Beneficiary
2015 IRA Distribution Being Rolled Over in 2016? Facts You Must Know
Weighing Income Options Can Prepare Individuals for Retirement
[Opinion] AARP Comments to Treasury on myRA (PDF)
A Blueprint for Lifetime Participation in 401(k) Plans
[Opinion] The American Retirement System Needs a Plumber
Most Retirees Leave Ex-Employer's Plan Within Five Years
Post-Employment 401(k) Rollovers: Questions HR Should Ask
[Guidance Overview] Recent IRS Guidance on Plan (and IRA) Distributions (PDF)
Plan Sponsor Advocate Pushes for Exemption in DOL Fiduciary Rule
How NOT to Invest in an Alternative Investment in Your IRA
[Guidance Overview] Salvaging the Benefits of a Spousal Rollover When the Beneficiary Designation Is Wrong
[Guidance Overview] The Proposed Conflict of Interest Regs: Investment Education vs. Advice
Even Casual Conversations Might Trigger Application of Fiduciary Rule to Fixed Annuity Advisors
New ACL Program to Improve Education and Financial Literacy Regarding Rollover of Retirement Accounts
How Safe from Creditors Is Your 401(k) Money If You Roll It to an IRA?
[Opinion] DOL's Proposed Best Interest Contract Exemption: How the Murky Provisions on IRA Rollovers Should Be Clarified
[Guidance Overview] Reminder: One-Rollover-Per-Year Rule for IRAs Began in 2015

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