Tag: required minimum distributions (RMDs)

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.

Each week, Carol Buckmann, with Cohen & Buckmann P.C., will explain legislative provisions or official guidance related to the COVID-19...

Each week, Carol Buckmann, with Cohen & Buckmann P.C., will explain legislative provisions or official guidance related to the COVID-19...

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.

Taking required minimum distributions (RMDs) is about shifting to a taxable account, not necessarily about liquidating investments.

The SECURE Act extended the age at which RMDs take effect from 70 1/2 to 72, but financial institutions may...

The life expectancy tables and applicable distribution period tables in the proposed regulations reflect longer life expectancies than the tables...

Among some 50 other provisions aimed at improving retirement readiness in the U.S., the bill substantially increases the tax credit...

They want to find other ways to use RMD payments.

If the DOL’s proposal closely follows President Trump’s executive orders, it is likely to revise the “common nexus” and “one...

President Trump on Friday called on the Department of Labor to consider the pros and cons of allowing small businesses...

A memo says examiners should not challenge a 403(b) plan for violation of the RMD standards for the failure to...

The memo lists actions plan sponsors should take to locate missing participants in order not to be challenged on violating...

“I read an Ask the Experts column from a few years ago which stated that, if we hired someone older...