D Syrett Posted March 22, 2010 Posted March 22, 2010 I have a husband and wife DB plan. Husband several years ago converted his PVAB to a 414k account under terms of the plan. So far so good. He is now coming upon his age 70 1/2 minimum required distribution point. Question: must his MRD be figured under the 401a9 annuity rules or can he use the account balance method?
David MacLennan Posted April 1, 2010 Posted April 1, 2010 Account balance method. See Reg 401(a)(9)-8 Q&A 1.
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