Defined Benefit Plan RMD Rules After SECURE 2.0: Should Plan Sponsors Keep an Earlier Required Start Date?As the December 31, 2026 deadline approaches for adopting SECURE and SECURE 2.0 amendments, Milliman examines a key decision for defined benefit plan sponsors: whether to retain a required start date for benefit distributions that is earlier than the new later statutory required beginning date for RMDs, which has been raised to age 72, 73, and 75 depending on the participant's birth year.
Is There a Penalty Because the RMD Was Not Taken Prior to Mom’s Passing?: Today’s Slott Report MailbagShe passed away last year. I have four sisters, one of whom withdrew her portion last year.
Retirement Items on Treasury’s 2026 Regulatory AgendaOn Friday, July 3, Treasury posted its 2026 regulatory agenda, which includes the following retirement and executive compensation items: Final regulations Required minimum distributions (“RMDs”) as
DOL Rule List Focuses on Alts, End of ESGThe US Treasury also posted a rule list that provides SECURE 2.0 guidance including required minimum distributions.