JD Supra

IRS Issues Updated Safe Harbor Notices for Eligible Plan Rollover Distributions

The IRS recently issued Notice 2026-13 (the “IRS Notice”), modifying two safe harbor explanations that retirement plan sponsors may use for ...
JD Supra

What the OECD’s Pillar Two Side-by-Side Safe Harbor Means for US Multinationals

The Organisation for Economic Co-operation and Development (OECD) issued a side-by-side package (the package) on January 5, 2026, resolving many ...
InvestmentNews

Labor Department withdraws annuity safe harbor rule after industry pushback

The US Department of Labor has withdrawn a direct final rule that would have eliminated a long-standing regulatory safe harbor for selecting annuity providers in workplace retirement plans, following ...
Financial Advisor

GOP Senators Demand DOL Safe Harbor Rule For Alts In 401(k)s

A bloc of Republican senators is pressing the Department of Labor to move quickly on a regulatory safe harbor that would protect plan sponsors who add private equity and other alternative investments ...

Employers Seek Safe Harbor as DOL Wraps Private Asset Proposal

Employers and benefits attorneys are eagerly anticipating an imminent proposal from the Department of Labor on alternative ...
Morningstar

Under New Treasury Rules, Developers Safe-Harbor 380 MW+ with GameChange BOS

NORWALK, Conn., Oct. 20, 2025 /PRNewswire/ -- After the elimination of the 5% spend test and new requirements tied to physical work, GameChange Balance of System (BOS) solutions are enabling solar ...