Compliance | November 7th, 2019 IRS Proposes Update to Mortality Tables Used to Calculate RMDs The life expectancy tables and applicable distribution period tables in the proposed regulations reflect longer life expectancies than the tables...
Data and Research | November 12th, 2018 Wealthier Participants Say They Don’t Need RMDs for Living Expenses They want to find other ways to use RMD payments.
Compliance | August 31st, 2018 President Trump Orders Review of Open MEPs, RMD Rules President Trump on Friday called on the Department of Labor to consider the pros and cons of allowing small businesses...
Compliance | March 12th, 2018 IRS Expands Audit Guidance for RMDs to 403(b) Plans A memo says examiners should not challenge a 403(b) plan for violation of the RMD standards for the failure to...
Compliance | November 6th, 2017 IRS Memo Includes Guidance Regarding RMDs and Missing Participants The memo lists actions plan sponsors should take to locate missing participants in order not to be challenged on violating...