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Benefits in the News > By Subject > Distributions - rollovers Now Viewing Recent Headlines View Excerpts and Recent Headlines [Guidance Overview] A Bridge Too Far: Early Retirement Exception from 10% Tax Was Available from Participant's 401(k), But Not After IRA Rollover Think Twice About Rolling Your 401(k) into an IRA -- Consider Investment Management Fees When You Receive New Disclosure Report [Opinion] ERIC Offers Recommendations to Improve Treasury Lifetime Income Guidance [Opinion] American Benefits Council Comment Letter to IRS on Priority Guidance Plan (PDF) [Guidance Overview] Waiver of 60-Day Rollover Requirement Granted to Taxpayer Who Mistakenly Requested Duplicate IRA Distribution Retirement Plan Rollover Chart (PDF) FAA Funding Law Permits Rollover of Amounts Received in Airline Carrier Bankruptcy Eight Points to Consider before Rolling Over a 401(k) to an IRA Ensure your Plan Participants are Prepared for a Secure Retirement Avoid the Common Mistakes Affecting Plan Loans Webcast [Guidance Overview] IRS Allows Pension Annuity Purchases with Rollovers from Sponsor's DC Plan [Guidance Overview] IRS Guidance for Annuitizing Distribution Rolled Over from Defined Comp Plan to Defined Benefit Plan of Same Employer PBGC Semiannual Regulatory Agenda Addresses Cash Balance Plans, Missing Participants, Rollovers, Airline Plans Report of Council of Economic Advisers: 'Supporting Retirement for American Families' (PDF) [Official Guidance] Rev. Rul. 2012-3: Application of Survivor Annuity Requirements to Deferred Annuity Contracts Under a Defined Contribution Plan (PDF) [Official Guidance] Rev. Rul. 2012-2: Rollover from Qualified Defined Contribution Plan to Qualified Defined Benefit Plan to Obtain Additional Annuity (PDF) What Should You Do with 401(k) Funds at Retirement? [Guidance Overview] IRS Guidance on Reporting 2010 Roth IRA Rollovers and Conversions and 2011 Distributions Should You Roll Over Your 401(k)? [Guidance Overview] The DOL's Position on 'Capturing' Rollovers (PDF) [Official Guidance] 2011 Reporting for 2010 Roth Rollovers and Conversions How to Use Retirement Funds to Start a Business 403(b) Advisor, Spring 2011 Edition Tax Benefits and Allocation Issues in Rollovers to Roth IRAs Top Firms for 401(k) Rollovers by IRA Investors Advice for Transferring 401(k) Plans [Guidance Overview] Waiver of 60-Day Rollover Requirement Granted to Fix Unsuccessful Transfer of IRA Funds [Guidance Overview] The Inherited IRA: Guidelines [Opinion] Why Plan Participants Are Being Harmed by DOL's Existing Regulations Regarding IRA Rollovers [Opinion] Ex-Employees Who Don't Rollover: Will 401k Fees Increase Plan Sponsor Liability? Moving Retirement Plan Assets: How to Avoid Mistakes [Guidance Overview] No Waiver of 60-Day IRA Rollover Limit to Help Mom How to Protect Your 401(k) If You Leave Your Job Panel Discussion Video on Retirement in Today's Economy [Guidance Overview] No Waiver of 60-Day IRA Rollover Limit to Help Mom Funding a New Business With a 401(k) [Opinion] Council Position on Advice upon Participant Rollovers from Qualified Retirement Plans (PDF) Target-Date Funds Should Look Beyond One Date Never Cash Out Retirement Accounts When Switching Jobs Distribution Decisions Among Retirement-Age Defined Contribution Plan Participants (PDF) [Guidance Overview] Qualified Plans Issues Relating to Rollovers for Roth Conversions (PDF) Qualified Retirement Plans: Analysis of Distribution and Rollover Activity Appendix: Expanded Data Description and Analysis for Traditional IRA Investors' Rollover Activity, 2007 and 2008 (PDF) [Guidance Overview] IRS Clarification of Taxation of In-Plan Roth 401(k) Rollovers [Guidance Overview] Portability Chart As of 2010: Rollover to Recipient Plan [Guidance Overview] IRS Guidance Addresses In-Plan Roth Rollovers, Including Plan Amendments, Taxation, Reporting, and Disclosure [Guidance Overview] 2011 Retirement Funds Rollover Chart (PDF) [Official Guidance] Text of IRS Notice 2010-84: Guidance on In-Plan Roth Rollovers; Extended Deadline for Amendments (PDF) [Official Guidance] Text of IRS Rev. Proc. 2010-48 on Optional Amendment of Prototype IRAs to Reflect Certain Statutory Changes (PDF) [Guidance Overview] Waiver of 60-Day Rollover Requirement Denied Due to Lack of Written Document Showing Intention of Transferring Funds to IRA When It Looks Too Good to be True: Rollovers as Business Start-Ups DOL Reviews Reports of Advisers Exploiting Retirees [Guidance Overview] Small Business Stimulus Passes Congress Six Reasons Not to Roll Over Your 401(k) Gay Couples Navigate Steep Retirement Challenges Despite Some Relief Legislation Pending to Permit 401(k) Rollovers to Roths for Employees Who Are 59 1/2 Years Old or Older [Opinion] ASPPA Comments on Notice 2009-68 ? Safe Harbor Explanation ? Eligible Rollover Distributions IRS Model Rollover Notice Stirs Up Controversy About After-Tax Contributions [Opinion] American Benefits Council's Follow Up Letter Regarding Interpretive Issue Under Notice 2009-68 Partial Rollovers (PDF) Generation Y Employees Spending Retirement Distributions at Job Change Important word about authorship: BenefitsLink® (BenefitsLink.com) provides this page for you, containing selected hypertext links to pages on the web that our editors think will be useful or interesting to you. But BenefitsLink is not the author or publisher of those linked pages (except as expressly indicated). You should contact directly the author of any such linked pages for copyright or other information about their contents. Webmaster: Dave Baker (click)   ·   © 2012 BenefitsLink.com, Inc. (contact the webmaster for reprint permission)   ·   Linking: Feel free to link directly to this page, even without specifically crediting BenefitsLink ® as its source. 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