New Safe Harbor Tax Explanation for Distributions from Qualified Retirement Plans

Topics:
Retirement
Tags:
Finance,
Financial Planning,
Free Trade,
Pillsbury Winthrop,
Retirement Plan,
Safe Harbor,
Taxes
Source:
Pillsbury Winthrop

FREE Registration is required

Overview: An employer is required by law to provide a written notice to each participant who receives a distribution from a tax-qualified retirement plan. The notice must adequately explain the tax consequences of receiving the distribution in cash or doing a tax-free “roll over” of the distribution to an individual retirement account or to another tax-qualified retirement plan. The Internal Revenue Service (the IRS) historically has issued a “safe harbor” notice that is deemed to comply with the content requirements of the notice.

(Is this item miscategorized? Does it need more tags? Let us know.)

Format: HTML | Size: 72KB | Date: Jan 2002 | Pages: 1

People who downloaded this item also downloaded

White Paper Safe Harbor 401(k) Chart
White Paper New IRS Guidance on 401(k) Safe Harbor Rules Provides Flexibility for Plan Sponsors

Top results from Retirement

White Paper The 2009 Handbook of Application Delivery
White Paper The business value of Portal for Telecommunications- Telco ROI Framework
Book Chapters Is Your Enterprise Architected for Tomorrow's Growth?
White Paper Top 10 Strategies for Managers of Mobile Workers
White Paper Phased Retirement

» View all Retirement listings

advertisement
advertisement
  • Click Here
  • Click Here
  • Click Here
advertisement

Returning users: Log In Here!

Already registered on BNET, TechRepublic, or ZDNet? Simply log in.

Free Membership: Sign Up Now!

Sign up for a free membership today and get instant and unlimited access to one of the largest databases of white papers, webcasts, and casestudies anywhere. Your FREE membership allows you to:

  • Download an unlimited amount of content, including classic and current white papers, case studies, webcasts and more
  • Track content on your chosen topics of interest
  • Receive targeted email alerts when your favorite content is added
  • Save content for future reading
  • Receive our member newsletter

When you register to access this directory, you become a member of BNET. In addition, you allow us to share your information with companies that produce products or services featured in the library--so that such companies may contact you with information and offers regarding their products and services. This enables us to keep the library a free service. As a directory registrant, you will receive a complimentary subscription to the BNET member newsletter, The BNET Report. You can unsubscribe from this newsletter at any time. By clicking the Sign up button, you indicate that you agree to our Terms and Conditions and have read and understand our Privacy Policy (updated).