Featured Jobs
|
DWC - The 401(k) Experts
|
|
MAP Retirement
|
|
Frank Pension Consultants, Ltd.
|
|
PPS Pension Services
|
|
Defined Contribution Account Manager Nova 401(k) Associates
|
|
DWC - The 401(k) Experts
|
|
Retirement Plan Onboarding Specialist Compass
|
|
Relationship Manager - Defined Contributions Daybright Financial
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
In Notice 2002-27, IRS Sets Forth New Reporting Requirements for IRA Trustees and Custodians (PDF)
Internal Revenue Service [IRS] 
[Official Guidance] Apr. 17, 2002
5 pages. Excerpt: If a minimum distribution is required with respect to an IRA for a calendar year and the IRA owner is alive at the beginning of the year, the trustee that held the IRA as of December 31 of the prior year must provide a statement to the IRA owner by January 31 of the calendar year regarding the required minimum distribution ... This requirement is effective beginning with required minimum distributions for 2003 (so that the first reports are due January 31, 2003).
|
| 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). |