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IRS Reaches a Split Decision on Rollover Allocation Rules
Eversheds Sutherland Link to more items from this source
[Guidance Overview]
Sept. 28, 2014

"The guidance issued in Notice 2014-54 becomes effective on January 1, 2015. For periods before January 1, 2015, the Notice permits a reasonable interpretation of the statutory rollover rules, which would include allowing pre-tax and after-tax amounts to be directed to separate destinations. Plan administrators using the IRS model rollover notice or a notice with similar language may consider revising their rollover notices to reflect the new guidance."

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