Tuesday - March 3, 2026
McDonald Hopkins Issues Commentary: IRS Provides Updated Safe Harbor 402 Notices for Eligible Rollover Distributions From Qualified Retirement Plans
March 03, 2026
CLEVELAND, Ohio, March 3 -- McDonald Hopkins, a law firm, issued the following commentary on March 2, 2026, by counsel Jason Faust:

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IRS provides updated safe harbor 402(f) notices for eligible rollover distributions from qualified retirement plans

The IRS recently issued Notice 2026-13, which provides updated safe harbor explanations that plan administrators may use to satisfy the eligible rollover distribution explanation requirement of Section 402(f . . .

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