Retirement plan updates issued by the Internal Revenue Service
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Updated Model Notices
For Sponsors of 401(a), 403(a), 403(b) and governmental 457(b) plans to notify participants of rollover options for their distributions from Roth and non-Roth accounts, including the right to direct pre-tax and after-tax amounts to separate destinations(Notice 2014-74)
Retirement Plan Webinars
Remember to registerfor these upcoming retirement plan webinars – 2 p.m. EST:
- Dec. 4 - Properly Defining Retirement Plan Compensation
- Dec. 11 - Retirement Plan Distributions: What Every Participant Should Know
Updated Publications
- Publication 1-EP, Understanding the Employee Plans Examination Process (10-2014)
- Publication 1020, Appeal Procedures Employee Plans Examinations (11-2014)