Charles Brown, MSEA, FCA, QPA, QKA, Economic Group Pension Services, Inc.
Martin Pippins, MSEA, Executive Director, ASEA
Experience Level for Attendees: Advanced
Target Audience: Actuaries, TPA’s, Advisors
Keywords: Distributions, RMD, SECURE
IRS Program Number: CZTXU-Q-01169-20-O
Description: RMD’s for DB plans have quite different rules than for DC plans and IRA’s. The SECURE Act made major changes to the RMD rules, in particular to the required beginning date. Learn about these changes, as well as reviewing how RMD’s work for annuities under a DB plan. Tips and tricks for applying RMD’s under a DB plans, as well as avoiding pitfalls, are covered in detail.
Recorded webcasts are available one year after their live air date.