Automatic Rollover IRA
On March 28, 2005 the Department of Labor (DOL) implemented Automatic Rollover regulations that allowed all qualified plan distributions with balances of $1001 to $5,000 to be rolled over into an Individual Retirement Account (IRA).
Frequently Asked Questions
A comprehensive list of questions and answers about the automatic rollover regulations.
TCRS Bulletin: DOL Regulations
An overview of the DOL regulations on safe harbor automatic rollover issued in September of 2004.
TCRS Bulletin: IRS Guidance
An overview of guidance issued by the IRS which gives further detail on how plan sponsors can comply with the DOL regulations.
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