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Distributions - rollovers


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Are HR Employees 'Investment Advisors' under the DOL Fiduciary Rule?
Interesting Angles on the DOL's Fiduciary Rule, Part 28
[Guidance Overview] FAQs on New Fiduciary Rule Issued
[Guidance Overview] DOL Issues First Guidance on Fiduciary Rule
From EBSA Secretary Phyllis Borzi: Your Conflicts of Interest Questions Answered
[Official Guidance] Text of DOL FAQs on Conflict of Interest Exemptions (PDF)
[Guidance Overview] Self-Certification for Waiver of 60-Day Rollover Requirement (PDF)
[Guidance Overview] Reasonableness Prevails: New IRS Procedure Allows Self-Certification for Late Rollovers
[Guidance Overview] IRS Allows Self-Certification for Late Rollover Contributions
Interesting Angles on the DOL's Fiduciary Rule, Part 22
DOL Rule Could Reduce IRA Rollovers
Why You Should Roll Your 401(k) to Your New Employer
[Guidance Overview] Missed a 60-Day Rollover? Try Self-Certification
[Opinion] Auto-Portability: Default IRA Boon or Bust?
[Guidance Overview] I Know My Rollover is Late, but It's Okay -- Trust Me.
[Guidance Overview] New Rollover Self-Certification Opportunity: 'Buyer Beware'?
Almost Half of Projected IRA Rollover Assets 'At-Risk' Post-DOL Conflict of Interest Rule
Ten Important Facts About IRAs (PDF)
IRS Provides for Late Rollover Relief, But Is It Good Enough?
[Guidance Overview] IRS Allows 'Self-Service' 60-Day Rollover Waivers for Retirement Plan Distributions (PDF)
[Guidance Overview] Text of IRS PMTA 2016-10: Limitations on Coverdell ESA Rollovers (PDF)
IRS Eases Rules for Fixing IRA 60-Day Rollover Mistakes
[Guidance Overview] Retirement Plan Rollover Rules Relaxed: The 'I Lost It' Excuse May Actually Work
[Guidance Overview] IRS Eases Procedure for Late Rollovers
[Official Guidance] Text of IRS FAQs Relating to Waivers of the 60-Day Rollover Requirement
[Guidance Overview] Accepting Late Rollover Contributions
[Guidance Overview] Simplified Process for Obtaining a Waiver of the 60-Day Rollover Limitation (PDF)
[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

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