Plan administrators may customize these safe harbor explanations as appropriate The Department of the Treasury and the ...

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.

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial advisors that serve your area in minutes. Each advisor has been vetted by ...