Notice 2026-13 provides safe harbor explanations that may be used by plan administrators for explaining eligible rollover ...

The IRS has released new guidance on retirement plan distributions, clarifying early withdrawal exceptions and required ...

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 ...

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 ...

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 ...

Safe Harbor 401 (k) plans provide numerous advantages for business owners and their employees, including high contribution limits to build retirement savings, significant tax benefits for contributors ...

If you're over 50 and maxing out your 401(k), there's a big change coming in 2026 that could affect how much tax you pay on your "catch-up contributions." While it's mostly about taxes and retirement ...