Peter Gulia Posted July 14, 2015 Posted July 14, 2015 Is it still so that a plan, while making a direct-rollover distribution payable to the receiving eligible retirement plan, may mail the check to the participant's address? Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
J Simmons Posted July 14, 2015 Posted July 14, 2015 Yes. Nothing has changed in that regard. Many of the new PPA '06 restatement documents so specify. John Simmons johnsimmonslaw@gmail.com Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation.
Peter Gulia Posted July 14, 2015 Author Posted July 14, 2015 Thanks. Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
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