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Distributions and Loans, Other than QDROs

Refresh my memory on a non-spouse beneficiary distribution.

Guest JPAdmin

By Guest JPAdmin
February 19, 2002 in Distributions and Loans, Other than QDROs

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Guest JPAdmin

Guest JPAdmin

Posted February 19, 2002

Posted February 19, 2002

I have a plan where the participant died and his son is the beneficiary. Has EGTRRA impacted the distribution options available?

He has the following available:

1) Lump sum

2) Payments over five years

3) Amortized payments over the beneficiaries life expectancy

Right?

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