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October 31, 2024

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BhamBelle created a topic in Defined Benefit Plans, Including Cash Balance

Supplemental Refund & RMD

"Sometimes we have instances where, due to delayed reporting by an employer, additional contributions are reported after a member has refunded their account. In a case where a member refunds prior to reaching RMD age but the second, supplemental refund is paid at or after they reach RMD age, would regular RMD calculations apply to that second distribution?"

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