Featured Jobs
|
Senior Internal Sales Consultant EPIC RPS
|
|
Retirement Plan Administrator - Plan Terminations Compass
|
|
Retirement Plan Administration Consultant Blue Ridge Associates
|
|
Director of Regulatory Operations and Compliance PCS Retirement
|
|
Senior Retirement Plan Analyst - DC Plans M2B Retirement Consulting LLC
|
|
Daybright Financial
|
|
Retirement Plan Analyst - DC Plans M2B Retirement Consulting LLC
|
|
Benefit Plans Plus
|
|
ESOP Administration Consultant Blue Ridge Associates
|
|
Relationship Manager – MEP/PEP Benefit Plans Plus
|
|
BPAS
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
|
Partial Rollover from Plan Doesn't Preclude NUA Treatment on Stock That's Not Rolled Over (PDF)
Internal Revenue Service [IRS]
[Official Guidance] Oct. 29, 2002
5 pages; PLR 200242052 (July 30, 2002). Excerpt: Neither the Code nor Income Tax Regulations promulgated thereunder, preclude a distribution from being treated as a lump sum distribution under Code section 402(e)(4)(D) for purposes of Code section 402(e)(4)(B) even if a portion of the distribution is rolled over into the Trust attached to another qualified plan.
|
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |