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@JBERNARDM Please note this IRS website Q&A - https://www.irs.gov/retirement-plans/retirement-plan-and-ira-required-minimum-distributions-faqs
Q15. How are RMDs determined in a Defined Benefit Plan? (updated March 14, 2023)
A defined benefit plan generally must make RMDs by distributing the participant's entire interest in periodic annuity payments as calculated by the plan's formula for:
- the participant's life,
- the joint lives of the participant and beneficiary, or
- a "period certain" (see Treas. Reg. §1.401(a)(9)-6, A-3).
April 22, 2023
7:53 AM
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