Notice 2026-13 provides safe harbor explanations that may be used by plan administrators for explaining 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.
The IRS on Jan. 15 issued updated two safe harbor explanations plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover distributions.
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 major types of 401(k) plans are traditional 401(k)s and Roth 401(k)s. Smaller employers may offer you a SIMPLE (Savings Incentive Match Plan for Employees) 401(k) or a safe harbor 401(k) plan. If ...