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.

 


This material is being provided for informational purposes only. It should not be viewed as an investment recommendation by Transamerica for customers or prospective customers. Customers seeking advice regarding their particular investment needs should contact a financial professional.

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