The transfer of your 403(b) accounts last year to Lincoln Alliance did not include information on the current Required Minimum Distribution (RMD) you may have been taking.  If you have not already done so, please arrange for the RMD from your Lincoln Alliance 403(b) account by contacting our office at info@wbtplan.com or by calling (800) 436-9340, x262 and requesting the RMD form.  This will establish your RMD for 2010 forward.  It is possible you already received this form directly from Lincoln Alliance/Lincoln Financial Group.  If you already returned this form to them you do not need to complete another form.

If you are over 70 ½ and have not arranged for your RMD please contact us using the above information.