News & Analysis as of

401k › IRA Rollovers › 403(b) Plans

Sherman & Howard L.L.C.

Retirement Plan Update: New DOL Disclosures And Updated IRS Notices

Sherman & Howard L.L.C. on

The Employee Benefits Group provides updates and guidance for clients with retirement plans. First, the Department of Labor recently issued interim final regulations requiring new information to be included on ERISA-covered...more

Pullman & Comley, LLC

Rollover Deadline Extended for Required Minimum Distributions from Retirement Accounts Waived Under the CARES Act

Pullman & Comley, LLC on

As highlighted in our recent Tax Alert, in Notice 2020-51 (the Notice) the Internal Revenue Service (IRS) provides an extension of the 60-day rollover period to August 31, 2020 for individuals who have already taken a...more

Ballard Spahr LLP

Federal Agencies Postpone Deadlines for Employee Benefit Plan Matters

Ballard Spahr LLP on

The Internal Revenue Service has issued Notice 2020-23, which automatically postpones certain deadlines affecting employee benefit plans. Specifically, any deadline that would ordinarily fall on or after April 1, 2020,...more

Verrill

Recap of Change to Retirement Plan Rollover Rules for Plan Loan Offsets

Verrill on

The Tax Cuts and Jobs Act of 2017 (“2017 Tax Act”) includes a provision that changed the rollover rules for certain plan loan offset distributions and that may not be well known to retirement plan sponsors and participants. ...more

Verrill

IRS issues updated 402(f) rollover distribution notices

Verrill on

The IRS has issued new model notices for recipients of rollover distributions from qualified retirement plans. The updated notices reflect changes from the 2017 tax reform act, as wells as regulatory changes enacted since...more

Bradley Arant Boult Cummings LLP

New Self-Certification Procedure for Late Rollovers

Bradley Arant Boult Cummings LLP on

The Internal Revenue Service (IRS) has issued Revenue Procedure 2016-47, which provides for a new self-certification procedure for participants who receive retirement plan distributions but inadvertently miss the 60-day time...more

Proskauer - Employee Benefits & Executive...

IRS Provides New Guidance on In-Plan Roth Rollovers

Proskauer - Employee Benefits & Executive... on

On December 11, 2013, the IRS issued IRS Notice 2013-74 which provides guidance on in-plan Roth rollovers. An in-plan Roth rollover is a rollover within a Section 401(k), Section 403(b) or governmental Section 457(b) plan to...more

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