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

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 ...

Employers and benefits attorneys are eagerly anticipating an imminent proposal from the Department of Labor on alternative ...

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

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.

Are gold IRAs safe for retirement savings? Learn how they work, what protections exist, the risks involved and how to avoid ...

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

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

Plus: Bonus depreciation is back, opening a Trump account, California’s billionaire tax, Head of Household filing status, ...