"If so, is there a stock report I can run? Do I have to get my backend team to create a crystal report for this? More questions: I think maybe I'm asking if there is a rate of return report that can be run with ad hoc dates? Could it be run on a plan-wide level but with participant detail? The accounts are daily-valued in the Relius ecosystem."

[Sponsored]

Make your brand stand out with exhibit, sponsor and advertising opportunities designed to help you engage with the audience you are looking for in the benefits industry. Contact us now to start making connections that have real impact for your brand. 

"Situation: H had an IRA. H died. W survived. She did not rename the IRA into her name as owner. She did not take any MRDs, even for those years she had reached and passed her RBD. Then, W dies. Her executor has the funds in the IRA moved to an 'estate account' and then, 1/5th each transferred to five new 'inherited IRAs', one each for the five children. How do we resolve the failure by W to take MRDs? Were the funds taxable when transferred from the IRA to the estate account (since estates per se cannot be IRA owners)?"

"We are working with a client where we did not process all of the refunds for the failed ADP test by March 15, 2025. The refunds have been done for all but 2 participants out of a total of 50 required to receive refunds. The 2 participants no longer work for the client and the investment company requires the participant signature on the refund form. They will not sign the form. Do we the client deposit a QNEC for the refund amount of those 2 participants?"