Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Defined Benefit Combo Cash Balance Compliance Consultant

Loren D. Stark Company (LDSCO)
(Remote)

Loren D.  Stark Company (LDSCO) logo

Retirement Plan Administrator

Bates & Company, Inc.
(Remote / Winter Park FL)

Bates & Company, Inc. logo

Loan & Distribution Specialist

AimPoint Pension
(Remote)

AimPoint Pension logo

Business Development Director

AimPoint Pension
(Remote / Pompano Beach FL / AL / GA)

AimPoint Pension logo

Director of 3(16) Operations

Compass
(Remote / NH / Hybrid)

Compass logo

Regional Vice President of Sales

The Retirement Plan Company
(Remote / AL / FL / GA / MS)

The Retirement Plan Company logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon

Some Experts Disappointed/Confused by IRS Ruling on Non-Spouse Pension Beneficiaries
Human Resource Executive Online Link to more items from this source
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.'

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).
© 2024 BenefitsLink.com, Inc.