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July Business Services
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The Pension Design Group
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Compass
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3(16) Plan Customer Liaison, Enrollments Compass
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July Business Services
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Participant Services Representative West Coast BPAS
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Hilldrup.com
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Senior 401k Plan Administrator FMI Retirement Services
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401k Generation
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LucidHealth
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DWC (The 401k Experts)
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Senior Retirement Plan Administrator Daybright Financial
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PPS Pension Services
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Health Benefits Actuarial Consultant BPAS
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ERISA Services Inc.
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Free Publications
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Know This Notice: Changes to the Special Tax Notice
PenChecks 
[Guidance Overview] Jan. 27, 2026 "The revised special tax notice incorporates wording recommendations in the GAO report. The GAO report took issue with the old version not clarifying to participants that one of their options was to do nothing at all. In other words, participants may leave their balance in the retirement plan. In addition, the GAO report thought it would be clearer and more concise to list the four distribution options in the beginning with a brief description of the corresponding tax consequences. Both of these changes are included in the new IRS templates." MORE >> |
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