To help you ensure that affected participants and beneficiaries
take their required minimum distributions (RMDs)—which generally must be
distributed by December 31 each year—we’ll automatically deliver your RMD
report to you in real time, using current system data, beginning in October.
You’ll begin to receive this report more frequently throughout the year,
including in the second and third quarters. If you have any affected
participants, the report will be delivered directly to your plan website inbox
via email and will advise on applicable steps.
In the meantime, for
more information on your responsibilities and steps to prepare, please refer to
the 2022 RMD Overview.