JulesInCNY Posted January 27, 2020 Posted January 27, 2020 A QDRO alternate payee has left their transferred balance in a qualified group 401k plan, essentially becoming a non-contributing participant. assets were transferred during 2018, and the alternate payee was already over 70 1/2. does the alternate payee take a 1st RMD from the plan for 2019, by 12/31/19 or by 4/1/20? thanks for any guidance!
david rigby Posted January 27, 2020 Posted January 27, 2020 Duplicate post. Please put replies at this location: https://benefitslink.com/boards/index.php?/topic/61456-alternate-payee-rmd/&tab=comments#comment-300207 I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
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