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

Use these strategies to replace retirement uncertainty with a feeling of clarity and control over your financial plan.

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

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

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 ...

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

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

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 issued guidance revising its explanation of safe harbor notice requirements for plan administrators when savers move funds out of an employer-sponsored plan.