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Home» Rollovers

Rollovers

Recent IRS rollover guidance

Posted on January 6, 2015 by Mary Andersen in Disclosure, Rollovers

ErisaALERT 2015-01 – The Government Accounting Office (GAO) issued at least two reports discussing rollovers. We have seen increased government focus in the rollover area. The Government Accounting Office (GAO) issued at least two reports discussing rollovers. In 2013, The GAO issued (“401(k) Plans: Labor and IRS Could Improve the Rollover Process for Participants”) focusing […]

Disclosure, distribution, IRS, Rollovers

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