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August 14, 2026

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Peter Gulia created a topic in Distributions and Loans, Other than QDROs

Can We Simplify Rollovers Between Retirement Plans?

"Can we simplify rollovers between retirement plans? Here's [the August 12] prepublication release of IRS Guidance on Section 324 of the SECURE 2.0 Act with Respect to Rollovers, Notice 2026-49. The Notice suggests a step-by-step way for a receiving plan to get information and money from a distributing plan. The Notice includes sample forms. Will this work?"

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