Posts tagged Qualified Retirement Plan
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.


Read More
Capture Larger Share of Rollover Market From Beneficiary Rollovers

Accepting rollovers of inherited retirement plan assets is a great way to grow IRA business. Financial organizations interested in capturing a larger share of the rollover market should encourage rollover contributions from employer-sponsored retirement plan beneficiaries.

Read More