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The IRS Just Updated 402(f) Notices — And If Yours Are Outdated, That’s On You

UnknownApr 15, 2026(27 days ago)

The IRS Just Updated 402(f) Notices — And If Yours Are Outdated, That’s On You

In the world of retirement plans, it’s easy to overlook the fine print — until someone sues you over it. The IRS just reminded us why distribution notices matter with the release of Notice 2026-13, which updates the safe harbor 402(f) model explanations for eligible rollover distributions.... By: Ary Rosenbaum - The Rosenbaum Law Firm P.C.

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