Martin Pippins, Executive Director, ASEA
Jim Holland, Chief Research Actuary, Cheiron, Inc.
Experience Level for Attendees: Advanced
Target Audience: Actuaries, TPA’s, plan sponsors
Keywords: Closed plans, RMD’s, Age 59 ½, In-service distributions, remedial amendment period
IRS Program Number: CZTXU-Q-01139-20-O
Description: A multitude of SECURE Act provisions impact defined benefit plans. Here are the main questions this webcast will cover:
- In-service distributions are allowed at 59 ½ from pension plans effective in 2020—how will this work given there is no Title I counterpart in the new law?
- What are the new closed plan rules, and how do these impact the 2016 IRS proposed regulations?
- What are the new RMD provisions in SECURE?
- Which provisions require amendments, and when do plans have be amended? How does the remedial amendment period under SECURE work?
Recorded webcasts are available for one year after live air date.