News & Analysis as of

401k › IRA Rollovers › Retirement

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Check’s in the Mail? Why That’s a Problem for Your 401(k)

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Two years ago, a guy named Handy tried to do something that should be dead simple in 2025: roll over his $114,000 401(k) after changing jobs. He was 33, building toward his future. But instead of a clean, secure digital...more

Faegre Drinker Biddle & Reath LLP

SEC 2025 Examination Priorities: Retirees and Rollovers

Faegre Drinker Biddle & Reath LLP on

The SEC’s Division of Examinations issued its 2025 Exam Priorities a few months ago. 2025-exam-priorities.pdf Many articles have been written about those priorities, but none—at least that I have seen—have addressed the focus...more

Proskauer - Employee Benefits & Executive...

TRICK-or-TREAT? DOL Proposes Spooky New “Retirement Security Rule” That Would Expand the Scope of Fiduciary “Investment Advice”

Proskauer - Employee Benefits & Executive... on

Responding to the “terrifying” reality that conflicted investment advice is costing retirement savers billions of dollars each year, on October 31, 2023, the Department of Labor (“DOL”) issued proposed rules representing its...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

IRA assets swell, thanks to rollovers

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Individual retirement accounts (IRAs) remain the biggest segment of the retirement plan market, hitting almost $14 trillion in assets, thanks to 401(k) rollovers. Over the past 10 years, IRA market share has increased...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Don’t forget that the RMD Rules are different for 2020

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

While the 4 Questions during the Passover holiday asks why this night is different than all other nights, the Internal Revenue Service (IRS) has reminded us that this year for required minimum distributions (RMDs) are...more

Pullman & Comley, LLC

Rollover Deadline Extended for Required Minimum Distributions from Retirement Accounts Waived Under the CARES Act

Pullman & Comley, LLC on

As highlighted in our recent Tax Alert, in Notice 2020-51 (the Notice) the Internal Revenue Service (IRS) provides an extension of the 60-day rollover period to August 31, 2020 for individuals who have already taken a...more

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