Expert Witness RMD

[John Feldt ERPA CPC QPA]

Does anyone have a suggestion for an expert witness regarding a minimum distribution under 401(a)(9) from a DB plan? On party says 401(a)(9) would be violated if the amount argued by the other party is actually paid.

[Appleby]

Try Peter Gulia- he is a member here. I am not sure if he does that sort of thing, but he is an ERISA attorney and very knowledgeable about plan issues.( click 'Members' on the menu above and search Gulia for him). The board is not letting me copy and paste.

[John Feldt ERPA CPC QPA]

Okay - thanks!

[Belgarath]

Appleby - I had the same problem a while ago. Try the toggle switch in the upper left hand corner - if you turn it on, you can paste, then you can turn it back off to mess with fonts, etc.

[GMK]

the toggle switch (if you're wondering) appears in the header of the "Reply to this topic" box after you click to enter your reply.

edit: typo

[Appleby]

Thank you both.