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Distributions - rollovers


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[Guidance Overview] DOL Guidance on Auto Portability
[Official Guidance] Text of DOL Advisory Opinion 2018-01: Retirement Clearinghouse Auto-Portability Program (PDF)
[Official Guidance] EBSA Invites Comments on Proposal Related to Retirement Asset Auto Portability
Recommending Rollovers in the Evolving Regulatory Environment, Part 3
[Guidance Overview] IRS Issues Revised Model Rollover Notices
[Guidance Overview] IRS Updates Safe Harbor Explanations for Eligible Rollover Distributions (PDF)
[Guidance Overview] Recommending Rollovers in the Evolving Regulatory Environment, Part 2
[Official Guidance] Text of IRS Notice 2018-74: Safe Harbor Explanations - Eligible Rollover Distributions (PDF)
How an Indirect Retirement Account Rollover Can Go Wrong and How to Avoid It
[Opinion] ARA Letter to EBSA Requesting Clarification of Fiduciary Status for Participant Rollover Recommendations by Plan Investment Advisers (PDF)
IRS Allows Rollover Despite Deceased Spouse's Failure to Designate a Beneficiary
My Husband Made Me Do It: IRS Approves Reason for Waiving 60-Day IRA Rollover Deadline
[Guidance Overview] IRS Resolves Yet Another Failure to Designate a Beneficiary for a Retirement Account
[Guidance Overview] Tax Reform Requires Plan Sponsors to Update 401(k) Plan Special Tax Notices
[Guidance Overview] U.S. Tax Reform Impacts Roth IRA Conversions
The Role of IRAs in U.S. Households' Saving for Retirement, 2017 (PDF)
Roth IRAs: Favored for Annual Contributions, Neglected for Rollovers from Company Plans
60-Day Rollovers: What Happens When Multiple Checks Have Been Issued?
Transferring IRA Money to a Health Savings Account
Disability Plan Can't Offset Pension Benefits Rolled Into IRA
401(k) Distribution Rules: Frequently Asked Questions
[Opinion] 401(k)s Need to Be Easier to Move from Job to Job
[Guidance Overview] June 9 Is the Fiduciary Rule Launch Date After All (PDF)
The 99% Rule for Spousal Beneficiaries of Retirement Accounts
Why Wait to Retire to Take Control of Your 401(k)?
Understanding the Dynamics of Rollovers, Roll-Ins, and IRA Transfers
Rollover Roulette: Rollover, Direct Rollover, Direct Payment, Direct Transfer or Transfer (Part 2: Potential Horrible Consequences)
Rollover Roulette: Rollover, Direct Rollover, Direct Payment, Direct Transfer, or Transfer (Part 1: The Terminology)
[Guidance Overview] Interesting Angles on the DOL's Fiduciary Rule, Part 39
Thinking Beyond Retirement: Your Plan as a Destination
[Guidance Overview] Interesting Angles on the DOL's Fiduciary Rule, Part 38
IRA Rollovers: Does Your Due Diligence Meet Regulatory Requirements?
Planning to Keep Your 401(k)? Be Careful When You Reach Age 70-1/2
[Guidance Overview] Breaking Down the Three Key Elements of the DOL Fiduciary Rule
Why the New Fiduciary Rule Spells Opportunity for RIAs
Rollover Relief Will Come with IRS Scrutiny in 2017
[Guidance Overview] Interesting Angles on the DOL's Fiduciary Rule, Part 29
To Roll or Not to Roll: A Framework for Implementing the DOL's New Fiduciary Rule for IRA Rollovers
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
 
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