ERISA Services, Inc.
Retirement Plan Consultants
Farmer & Betts, Inc.
Loren D. Stark Company
Nicholas Pension Consultants
Carpenter Morse Group
Kentucky Trust Company
Plumbers Local Union No. 1 Benefit Funds
Hochheiser Deutsch & Co, Inc.
Trucker Huss, A Professional Corporation
EPIC Retirement Plan Services
Bates & Company
RTD Financial Advisors
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|The Most Important Question to Ask a Beneficiary|
Dec. 9, 2015
"Were you named on the beneficiary form? ... A non-designated IRA beneficiary cannot use their own life expectancy for calculating required minimum distributions (RMDs) on the inherited IRA.... A non-designated employer plan beneficiary cannot transfer the inherited plan assets to an inherited IRA."
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