A comprehensive examination of Required Minimum Distribution rules as they pertain to Defined Benefit and Cash Balance Pension Plans. In Part I, delve into the calculations and options for determining annuity payments compliant with 401(a)(9) regulations, and discover best practices within the small plan environment..

About the Speaker
Mary Ann started her actuarial consulting firm in 1987 in Huntington Beach, CA. Mary Ann’s firm provides actuarial services exclusively to Third Party Administration firms, with a focus on combination plan designs including Cash Balance Plans. Mary Ann has served on the COPA and ACOPA board of directors and acted as ACOPA President in 2010. Mary Ann is currently a member of ASPPA’s Government Affairs Committee and a frequent speaker at various conferences throughout the country.

Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.

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Recordings are available one week after the live webcast takes place.

To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.