Tag: retirement_plans

Treasury, IRS Unveil Simplified Retirement Plan Rollover Guidance and Forms

12 Aug 2026 10:10 a.m.

The Treasury and IRS have released new guidance and optional sample forms to simplify retirement plan rollovers, as mandated by the SECURE 2.0 Act. This initiative aims to ease compliance for participants and plan sponsors, with public comments open until…

Politics and Government Business General Politics Federal Government Economy Employment and Labor Legal IRS Treasury Department Retirement Plans Rollovers SECURE 2.0 Act Notice 2026-49 Tax Administration
Treasury, IRS Unveil Simplified Rollover Guidance for Retirement Plans

12 Aug 2026 10:09 a.m.

The Treasury and IRS have released new guidance and sample forms to simplify retirement plan rollovers, as mandated by the SECURE 2.0 Act. These optional tools aim to standardize the process for participants and plan sponsors, with public comments due…

Politics and Government Business Federal Government Economy Financial Markets Legal General Politics Employment and Labor IRS Treasury Department Retirement Plans IRAs Rollovers SECURE 2.0 Act Notice 2026-49