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About this Blog
Welcome to the Snell & Wilmer Benefits Blog. We will be posting about current employee benefits and executive compensation topics and issues. We invite you to contact the authors with your thoughts or questions.Blog Contributors
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Did Hardship Distributions Just Get Easier?
In a previous blog, we addressed an issue of Employee Plans News in which the IRS took the position that 401(k) plan administrators must maintain hardship distribution records and should not rely on electronic participant self-certification for hardship distributions. On … Continue reading
Posted in Employee Benefits, Qualified Retirement Plans
| Tagged e-certify, electronic, Employee Plan News, Employee Plans Examiners, hardship, hardship distributions, IRS, self-certification
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IRS Makes Late Rollovers Easier
Generally, distributions from a qualified retirement plan that are eligible for rollover must be rolled over within 60 days of the date on which the distribution occurs. If a taxpayer did not complete the rollover within 60 days, the taxpayer … Continue reading
Posted in Employee Benefits, Qualified Retirement Plans
| Tagged 60 days, distributions, IRS, private letter ruling, qualified retirement plan, rollover, self-certification
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