[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)

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.