justatester Posted November 22, 2011 Posted November 22, 2011 What line item on the 5500 do participants receiving RMD's get reported on? Are they included in the terminated entitled to future benefits, or terminated receiving benefits?
Andy the Actuary Posted November 22, 2011 Posted November 22, 2011 What line item on the 5500 do participants receiving RMD's get reported on? Are they included in the terminated entitled to future benefits, or terminated receiving benefits? Just guessing. If they're active, I'd report them as "active." If they're TVs, they're (a) terminated (b) not retired and © entitled to future benefits so I'd report them as "terminated, entitled to future benefits." The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
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