Dobber 1 Posted January 24, 2020 Report Share Posted January 24, 2020 What is the effective date for the new post-death payout rules for 403(b) and 457 plans? The Secure Act reference's gov't plans have a delayed effective date of 1/1/22 - but I've seen this (delay) date applies to Section 414(d) plans and 403b/457 plans Which is correct? Also, assume the delay applies to 403(b) plans - I would venture it only applies to gov't sponsored 403(b) plans (i.e. school districts?) Thank you Link to post Share on other sites
Luke Bailey 258 Posted January 24, 2020 Report Share Posted January 24, 2020 It applies to any defined contribution 414(d) plan, so would include 401(a) (including grandfathered 401(k)), 403(b), and 457(b), as long as DC and governmental under 414(d). See Secure Act Section 404. Link to post Share on other sites
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