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Posted

Instructions read you must check “Yes” if any benefits due under the plan were not timely paid or not paid in full. Would this include mandatory distributions not made timely, what is considered timely and would this be a red flag? Any guidance or interpretation of this would be greatly appreciated.

Posted

This came up not too long ago and most of us thought we couldn't imagine when this would actually happen in our plans. I don't think they mean RMDs but I have no basis for it other than gut feel.

Ed Snyder

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