Hall County Government
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Bates & Company, Inc.
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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The Most Important Question to Ask a Beneficiary
Slott Report 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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