Plumbers Local Union No. 1 Benefit Funds
Retirement Plan Consultants
RTD Financial Advisors
ERISA Services, Inc.
EPIC Retirement Plan Services
Kentucky Trust Company
Farmer & Betts, Inc.
Loren D. Stark Company
Hochheiser Deutsch & Co, Inc.
Nicholas Pension Consultants
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|Participant Retiring, Wants Rollover -- Pay RMD First?|
BenefitsLink Message Boards
Oct. 27, 2021
"A participant is retiring. He's not an owner, so he didn't need to take an RMD. Must he take one before a rollover of his account balance into an IRA? The goal is to pay him out before year-end. We don't want to miss an RMD if one is required."
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