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TPA for Sale or Merge

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  1. Try a company called GroupIRA. Their website is GroupIRA.com - You may Google their name as well. I used them for some below $5,000 distributions and they moved them into IRAs.
  2. I agree with the above answers and add when the participant’s Profit Sharing Plan balance is rolled over, during 2019, to the IRA, there is no requirement for the IRA to make a 2019 RMD. However, beginning in 2020, the IRA becomes responsible for following all RMD requirements applying to the participant.
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