EMarie
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RMD - Vesting/Start Date Question
EMarie replied to pensionam's topic in Defined Benefit Plans, Including Cash Balance
Great thread. Just had a colleague with similar issue regarding DC plan. Datair was calculating on the full amount and owner is only 40% vested as of 12/31/17. I assume Datair calculation is incorrect and the RMD is based on 40% (or 60% based on above DB RMD) of the 12/31/17 balance? Please confirm-thanks- -
Does anyone know if you can amend a 401(k) Plan to stop auto enroll and what is required ie notice etc.. I can't seem to find anything regarding stopping the auto enroll. I have a client who woudl like to stop auto enroll effective for the next plan year 1/1/2014.