Egold Posted February 9, 2022 Posted February 9, 2022 plan year end 9/2021 Particiant DOB 2/1/1940 What factor do I use? the old table 17.9 or new table 19.3 to calculate the RMD I am using the plan assets as of 9/30/2021
CuseFan Posted February 9, 2022 Posted February 9, 2022 old table for 2021 distribution calendar year and new table for 2022 distribution calendar year and beyond. Kenneth M. Prell, CEBS, ERPA Vice President, BPAS Actuarial & Pension Services kprell@bpas.com
Bri Posted February 9, 2022 Posted February 9, 2022 Just one caveat - confirm 9/30 is the last valuation date within calendar year. If you have a daily val plan you do have to use the 12/31 value even though it's not the plan year end. MDCPA 1
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