J. Bringhurst Posted June 6, 2005 Posted June 6, 2005 Has anyone seen a version of the Special Tax Notice (402(f) Notice) that has been revised for the automatic rollover rules. I just checked the IRS website and couldn't find one there.
wmyer Posted June 6, 2005 Posted June 6, 2005 The IRS has not revised the 402(f) notice to reflect the rollover rules. The plan administrator should modify this notice to reflect the plan rules. W Myer
J. Bringhurst Posted July 8, 2005 Author Posted July 8, 2005 We have not seen any officially sanctioned language, however, we have put together a document that would appear to meet the requirements. I would feel much better, however, once the IRS puts a model out there.
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