AdministrationJanuary 27, 2015

Retirement Plan Rollover Basics

Departing retirement plan participants may wish to roll over their plan assets to another qualified plan or individual retirement account (IRA) to avoid paying taxes and to continue saving for retirement.

ComplianceNovember 25, 2014

IRS Amends Safe Harbor Explanations for Rollovers

The Internal Revenue Service (IRS) has amended the two safe harbor explanations that can be used to satisfy the requirement that certain information be provided to recipients of eligible retirement plan rollover distributions.

ComplianceSeptember 19, 2014

Guidance Issued for Allocating After-Tax Amounts to Rollovers

September 19, 2014 ( – The Internal Revenue Service (IRS) has provided rules for allocating pre-tax and after-tax amounts among distributions that are made to multiple destinations from a qualified plan described in Section 401(a) of the Internal Revenue Code.