A retirement plan distribution occurs when you withdraw money from the plan. There are several different types of distributions, including early distributions, rollover distributions and Required ...

The way the government does that is by mandating people take what are known as required minimum distributions, also called ...

SECURE 2.0 brought significant changes to retirement planning and distributions, including updating the Required Minimum Distribution (RMD) requirements. As background, RMDs are the minimum amounts ...

Editor’s Note: The SECURE Act, enacted on December 20, 2019, made significant changes in required minimum distribution (RMD) rules for all qualified plans. Failure to make minimum distributions.

In January of 2021, we published two blog posts regarding Department of Labor (“DOL”) guidance on missing retirement plan participants. The first post describes DOL guidance on best practices for ...

It also waived the requirement for an employer plan to withhold 20% of the distribution for federal income tax if it is an eligible rollover distribution in 2020 but would not have been eligible if ...