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Retirement Industry Urges IRS to Simplify Rollover Guidance

Digilifetrends Updated 2026-10-27 1 min read

Retirement industry groups have asked the IRS to revise its guidance on how workers move savings from one plan to another, warning that the current framework could become expensive for employers and cumbersome for some savers.

Opportunity zones aim to encourage investments in low-income areas by providing tax benefits for investments in businesses or properties in eligible Census tracts.
Retirement industry groups urged the IRS to tweak guidance on how workers shift money from one plan to another, cautioning that the initial provisions could prove costly for employers and create headaches for some savers.

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