Featured Jobs
|
EPIC RPS
|
|
Retirement Compliance Consultant Navia Benefit Solutions
|
|
Executive Assistant / Sales Support M2B Retirement Consulting LLC
|
|
Senior Counsel - Benefits and Total Rewards Tyson Foods
|
|
Relationship Manager for Defined Benefits Daybright Financial
|
|
Daybright Financial
|
|
MAP Retirement
|
|
Retirement Plan Installation & Document Manager Fringe Benefit Group
|
|
Defined Contribution Account Manager Nova 401(k) Associates
|
|
Senior ERISA Compliance Analyst Employee Fiduciary, LLC
|
|
July Business Services
|
|
Relationship Manager for Defined Contributions Daybright Financial
|
|
Independent Retirement
|
|
Heller Pension Associates, Inc.
|
Free Publications
|
|
Text of IRS Notice 2026-13: Safe Harbor Explanations for Eligible Rollover Distributions (PDF)
Internal Revenue Service [IRS] 
[Official Guidance] Jan. 15, 2026 "This notice provides two safe harbor explanations that plan administrators may use ... to provide certain information to recipients of eligible rollover distributions. One safe harbor explanation is for distributions that are not from a designated Roth account, and the other safe harbor explanation is for distributions from a designated Roth account. These safe harbor explanations modify the two safe harbor explanations provided in Notice 2020-62 ... [to] take into consideration certain legislative changes made by [SECURE 2.0] and implement a recommendation from the U.S. Government Accountability Office (GAO)." MORE >> |
| 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). |