Compass
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Bates & Company, Inc.
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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IRS Updates Safe Harbor Explanations for Eligible Rollover Distributions (PDF)
Buck [Guidance Overview] Sept. 20, 2018
"IRS has updated the model notices retirement plans use to inform participants receiving eligible rollover distributions about tax information applicable to their benefits.... In addition to providing the updated notices ... the IRS provides editing instructions ... for those plan administrators who prefer to selectively modify notices that they have edited by omitting information irrelevant to their own plans or adding information that is not inconsistent with 402(f), as permitted."
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