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New Member
posted May 31, 2019 11:01:40 PM

Is a 401A Defined Benefit retirement plan qualified or non-qualified?

This is the State of Delaware retirement plan.  The personnel cannot answer the above question.

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2 Replies
New Member
May 31, 2019 11:01:42 PM

Your form insists that this plan is subject to RMD.  This is not the case. How do I respond to this?

Expert Alumni
May 31, 2019 11:01:44 PM

It is a qualified plan for tax purposes.