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Distributions - rollovers


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[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
[Guidance Overview] FINRA and SEC to Focus on IRA Rollover Practices in 2014
Tax Court Takes Restrictive View of One-IRA-Rollover-Per-Year Rule
[Guidance Overview] Qualified Plans and Executive Pay Programs Exempt from Net Investment Income Tax
[Opinion] Concern Over EBSA Fiduciary Standard is Still Bipartisan
Payout Options for Retirement Income from Defined Contribution Plans: The Plan Sponsor's Perspective
[Official Guidance] DOL Technical Release No. 2013-04: ERISA Definition of Marriage Includes Same-Sex Persons Validly Married in State Where Marriage Was Celebrated
[Official Guidance] IRS Revenue Ruling 2013-17: Federal Tax Treatment of Same-Sex Spouses and Domestic Partners (PDF)
[Official Guidance] Treasury and IRS Announce That All Legal Same-Sex Marriages Will Be Recognized for Federal Tax Purposes (PDF)
Recent Studies on Rollovers Identify Emerging Issues
[Guidance Overview] Effect on Benefits Plans of the Supreme Court Decision on DOMA
IRA Contribution Flows Dwarfed by Rollovers (PDF)
Monitoring the Providers of IRA Rollover Services: What Are a Plan Sponsor's Responsibilities? (PDF)
Five Reasons to Let a Sleeping 401(k) Lie
TSP Beneficiary Beware
[Official Guidance] Text of IRS Private Letter Ruling Extending 60-Day Rollover Period Because of Bank Error (PDF)

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