Featured Jobs
|
MAP Retirement
|
|
Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
|
|
BPAS
|
|
MAP Retirement
|
|
Strategic Retirement Plan Consultant Retirement Plan Consultants
|
|
Sentinel Group
|
|
Retirement Relationship Manager MAP Retirement
|
|
Plan Administrator, Defined Benefit & Cash Balance The Pension Source
|
|
Regional Vice President, Sales MAP Retirement
|
|
DWC - The 401(k) Experts
|
|
Pattison Pension
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
IRS Announces Relief for Certain 2024 Beneficiary Distributions
Convergent Retirement Plan Solutions, LLC 
[Guidance Overview] Apr. 18, 2024 "[Notice 2024-35 provides] exemption from the excess accumulation penalty for [1] beneficiaries who are subject to the 10-Year Rule in scenarios where an IRA owner and plan participant dies on/after their required beginning date in 2020, 2021, 2022 and 2023, and [2] successor beneficiaries who are required to take annual distributions in addition to depleting the account with 10 years following the death of the Eligible Designated Beneficiary. The relief is applicable to beneficiary RMDs for calendar years 2021, 2022, 2023 and 2024." MORE >> |
| 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). |