BenefitsLink Message Boards > Refresh my memory on a non-spouse beneficiary distribution.

Full Version: Refresh my memory on a non-spouse beneficiary distribution.

BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs

JPAdmin

Feb 19 2002, 03:34 PM

I have a plan where the participant died and his son is the beneficiary. Has EGTRRA impacted the distribution options available?

He has the following available:

1) Lump sum
2) Payments over five years
3) Amortized payments over the beneficiaries life expectancy

Right?

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