Posts in IRA
Deliver Forms Electronically and Stay in Compliance

The current requirements for electronic delivery and consent are stringent—failure to follow them may be viewed as not delivering the form or notice at all. If your organization is considering electronic delivery or enabling electronic elections, be sure to stick to the IRS guidelines.

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Required Minimum Distributions After IRA Owner or Plan Participant Dies

Many IRA and retirement plan beneficiaries are not aware of the distribution requirements after an account owner has died. Without this knowledge, they could face unexpected penalty taxes. And your organization could face unexpected questions and complaints.

 

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