Guest kprhok Posted March 6, 2009 Share Posted March 6, 2009 Are there any differences in the RMD rules (required beginning date) for persons who may have a voluntary 403(b) plan (Non-ERISA plan) with an employer vs. an ERISA plan with the same employer? An individual who is over age 70.5, is still working with a tax exempt organization but he has been informed by a consultant that he must begin taking RMDs at 70.5 regardless of still being employed. I am wondering if there could be any different treatment, say, if the individual had a portable 403(b) where the employer simply made contributions but had no further involvement with the plan. I have asked for details on the plan type but just thought I would check the forum to see if there are any references or aids someone could point me to for further understanding. Link to comment Share on other sites More sharing options...
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