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Full Version: Minimum distributions- is the default election to defer MRD if no elec
BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
William Lehman
What is the correct procedure for participants who are working, less than 5% owners and do not return their election form to receive or defer their MRD?
Dave Baker
Might be determined by the plan document. You're working with one that still has old language re minimum distributions to everybody at 70-1/2, even if a 5%-or-less owner?
William Lehman
Correct, I have old language and not sure what the requirements are for notification.
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