The IRS issued guidance revising its explanation of safe harbor notice requirements for plan administrators when savers move funds out of an employer-sponsored plan.
The January Benefits Monthly Minute digs into IRS updates aligning eligible rollover distribution notices with SECURE 2.0, a ...
Notice 2026-13 provides safe harbor explanations that may be used by plan administrators for explaining eligible rollover ...
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Safe Harbor 401(k): Rules, Benefits and How It Works
A safe harbor 401(k) is a special type of employer-sponsored retirement plan that helps businesses skip the hassle of annual IRS testing — while guaranteeing employer contributions to employees. In ...
The IRS on Jan. 15 issued two updated safe harbor explanations that plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover ...
The IRS has issued guidance for certain retirement plan administrators, updating safe harbor explanations to reflect tax law changes made after Aug. 6, 2020. The guidance in Notice 2026-13 provides ...
On December 21, 2024, President Biden signed into law the American Relief Act, 2025 (2025 Relief Act), which funds the federal government through March 14, 2025, and provides certain disaster relief ...
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