Martha A. Hayner
Sep 7 2001, 10:06 AM
In attempting to close out and clean up former employee's accounts, we have a situation where the participant died (age 77/1996) and estate has been closed. Can we still distribute to the estate? or go directly to her 6 grown children (which is how the assets were distributed)? how should tax withholding/1099R be handled?
Janet Penz
Sep 10 2002, 09:22 AM
I'd be curious to know how you resolved this matter. I have a similar issue.