Please review the following three documents on the topic of Minimum Required Distributions. These documents were recently mailed out to our participants in an effort to communicate the new minimum required distribution changes.
- Standard letter to participants explaining the 2009 MRD change and addresses participants who first became eligible for MRDs in 2008 and deferred the 2008 MRD to 2009
- Letter to participants who have established scheduled installment payments from your retirement plan, perhaps to help satisfy your annual MRD.
- Questions and Answers on the topic of minimum required distributions (MRDs)