blue Posted August 8, 2008 Posted August 8, 2008 The original proposed PPA technical correction bill had provisions for a mandatory non-spousal rollover option in qualified plans. However, that bill was never passed. Has any subsequent legislation been passed which requires plans to include mandatory non-spousal rollover option?
Appleby Posted August 9, 2008 Posted August 9, 2008 No Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
Guest mjb Posted August 9, 2008 Posted August 9, 2008 Legislation has been introduced which would require mandatory rollovers to an IRA as of 1/1/09.
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