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

The January Benefits Monthly Minute digs into IRS updates aligning eligible rollover distribution notices with SECURE 2.0, a ...

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 ...

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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 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 ...

Under current SECURE 2.0 regulations, employers can automatically roll over "left-behind" accounts with balances under $7,000 into Safe Harbor IRAs. These accounts are often parked in cash-equivalent ...

Sponsor: Safe Harbor Wealth Advisors We’ve certainly heard the old adage, “It’s not personal, it’s business.” For this guest, ...

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

Business taxpayers are often entitled to extra self-employed and small business tax deductions, which can potentially lead to ...

Clients may be inclined to use a Section 409A valuation for gift tax purposes. After all, both valuations aim to determine ...

In 2026, the IRS will roll out retirement-related updates under Notice 2026-13, changing how Americans save and plan for ...