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 addition of insurance solutions represents a meaningful expansion of Safe Harbor’s platform beyond traditional banking and supports the Company’s continued growth of its Advantage Partner Network ...

Crypto[1] is an extraordinary growth market with profound implications for foreign investment in the United States. The current U.S. administration has made a clear, specific, and demonstrable ...

This is a moment that calls for great courage. Federal trial and appellate judges must leave behind the safe harbor of timidity and lengthy footnotes and instead act boldly when the executive ...

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 Department of Labor will offer more legal briefs and ‘lead with compliance assistance,’ according to Deputy Secretary of ...

This morning, the White House Office of Management and Budget announced that it has received the proposed rule, “Fiduciary ...

While the 2010 amendments to Federal Rule of Civil Procedure 26 provide more protection for attorneys’ communications with ...

The 6-minute rule is a reminder that the best things in life—and in love—are often free. By reclaiming just a fraction of ...

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

Dan Ahrens analyzes Trump's historic cannabis shift. Learn how Schedule 3 could end the 280E "narcotics trafficker" tax for ...