Featured Jobs
|
The Pension Source
|
|
Compensation Strategies Group, Ltd.
|
|
Nova 401(k) Associates
|
|
July Business Services
|
|
EPIC RPS
|
|
DWC ERISA Consultants LLC
|
|
BPAS
|
|
Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
|
|
Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
|
|
BPAS
|
|
Merkley Retirement Consultants
|
|
Defined Benefit Specialist II or III Nova 401(k) Associates
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
Text of IRS Notice 2014-54: Guidance on Allocation of After-Tax Amounts to Rollovers (PDF)
Internal Revenue Service [IRS] 
[Official Guidance] Sept. 18, 2014
"This notice provides rules for allocating pretax and after-tax amounts among disbursements that are made to multiple destinations from a qualified plan described in Section 401(a) of the Internal Revenue Code. These rules also apply to disbursements from a Section 403(b) plan or a Section 457(b) plan maintained by a governmental employer described in Section 457(e)(1)(A). Section VI of this notice provides transition rules."
|
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |