Guide to Mandatory Rollovers of Small Balance Cash-Outs

Topics:
Accounting software,
Financial Regulations
Tags:
Finance,
Financial Planning,
Safe Harbor,
Taxes,
Thomson Corp.
Source:
Thomson Media

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Overview: The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) modified the rules applicable to involuntary distributions of small benefit amounts. The changes generally become effective on March 28, 2005, though different effective dates may apply for certain governmental and church plans. On Sept. 28, 2004, the Department of Labor (DOL) issued its final regulations providing the safe harbor requirements that, if met, will be deemed to comply with these rules. The IRS issued additional guidance related to this topic at the end of December, which is reflected in this article.

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Format: PDF | Size: 449KB | Date: Feb 2005 | Pages: 2

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