Featured Jobs
|
Strategic Retirement Plan Consultant Retirement Plan Consultants
|
|
Retirement Relationship Manager MAP Retirement
|
|
BPAS
|
|
Regional Vice President, Sales MAP Retirement
|
|
MAP Retirement
|
|
DWC - The 401(k) Experts
|
|
Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
|
|
Sentinel Group
|
|
Plan Administrator, Defined Benefit & Cash Balance The Pension Source
|
|
MAP Retirement
|
|
Pattison Pension
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
IRS Updates Safe Harbor Explanations for Retirement Plan Eligible Rollover Distributions
Vorys 
[Guidance Overview] Feb. 4, 2026 "The updated models incorporate recent legislative changes ... [and] also include changes intended to make the 402(f) notice clearer and more concise.... Plan administrators may customize the updated models to [1] omit any information that does not apply to the relevant plan and/or [2] provide any additional information so long as the information is consistent with IRS rules." 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). |