Meeting Details

Schedule/Additional Infoexpand_more
Events
ASEA Webcast: RMD’s in the DB World-OD
1.50 ASPPA
Date:
April 29, 2020 To April 29, 2021
Add to Calendar Download
Format:
Recorded Webcast
Credits:
1.50 ASPPA Credit
1.00 ERPA
1.50 JBEA Core

Speaker:

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.

  • List Price: $102.00
  • Member Price: $61.00
 
Want to save more?
Log into see if you qualify for a lower rate.
Members save $41.00 or more Join

0

Phone: 1.800.308.6714
Email: Customer Care