Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Some Experts Disappointed/Confused by IRS Ruling on Non-Spouse Pension Beneficiaries
Human Resource Executive Online Feb. 9, 2007
Excerpt: What's the bottom line? 'In plain English, if you are the non-spouse beneficiary of a plan participant who died in 2006, take a minimum distribution in 2007 based upon the lifetime payout over the ... beneficiary's life expectancy, and hope that the plan will permit the direct transfer to an inherited IRA,' Picker wrote in an e-mail. 'If yes, make sure the inherited IRA is properly set up as an inherited IRA. If the plan will not permit the transfer, yell like hell until they do.'
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