Safe Harbor Automatic Rollover IRA Regulations

On March 28, 2005 the Department of Labor ("DOL") implemented Automatic Rollover regulations that allowed all qualified plan distributions with balances of $1,001 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.

Transamerica Center for Retirement Services Bulletin: DOL Regulations
An overview of the DOL regulations on safe harbor automatic rollover issued in September 2004. 

Transamerica Center for Retirement Services 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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