As plan sponsors wrap up their annual plan coverage and discrimination testing, the updated census gives them the perfect opportunity to clean up their plan by making mandatory distributions to ...
When retirement benefits are payable to a decedent’s estate, what unique obligations and opportunities does the executor of the estate have with respect to those benefits? Last month, we looked at the ...
As the former head of the Pooled Plan practice at a major record keeper, I had hundreds of conversations with advisors, consultants, TPA’s, pooled plan providers, fund partners and others looking to ...
The IRS has answered some frequently asked questions (FAQs) related to distributions from retirement plans, IRAs, and retirement plan loans for individual taxpayers impacted by federally declared ...
Internal Revenue Code Section 72(t)(1) imposes a 10% additional tax on most distributions from retirement plans and individual retirement accounts before age 59 1/2. However, there are various ...
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