Speaker: Martin Pippins, Executive Director, ASEA
Target Audience: Actuaries, TPA’s, plan sponsors, advisors
Keywords: RMD’s, Actuarial Increase, Mortality tables
IRS Program Number: CZTXU-Q-01154-20-O
Description: On Nov. 8, IRS and Treasury published proposed regulations under section 401(a)(9), which affect RMD’s for both DC and DB plans, and IRA’s. Then, on December 20, the SECURE Act was enacted and made major changes to the RMD rules for both the required beginning date and the “Stretch IRA” provisions. Learn about these two sets of changes and how they interact, and explore how a drafting error made in the SECURE Act could affect both non-owner and owner RMD actuarial increases, absent a technical correction.
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