Guest calcu Posted June 8, 2004 Share Posted June 8, 2004 What obligation is imposed on the plan sponsor of a church plan to notify terminated vested individuals that they are entitled to a distribution from the plan? I realize that the overriding 70 1/2 distribution rules are out there, but what is the plan sponsor's obligation to an individual prior to turning age 70 1/2 but after the individual has terminated to inform him/her of the benefit due him/her and the availability to receive a distribution of such amount? Thanks, Link to comment Share on other sites More sharing options...
david rigby Posted June 8, 2004 Share Posted June 8, 2004 Similar Question: http://benefitslink.com/boards/index.php?showtopic=24942 However, I think that church plans would not be subject to the same rules. I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice. Link to comment Share on other sites More sharing options...
Guest calcu Posted June 8, 2004 Share Posted June 8, 2004 Thank you very much! Link to comment Share on other sites More sharing options...
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