Meeting Details

Schedule/Additional Infoexpand_more
ASEA Webcast: RMD’s in the DB World-OD
1.50 ASPPA
April 29, 2020 To April 29, 2021
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Recorded Webcast
1.50 ASPPA Credit
1.00 ERPA
1.50 JBEA Core


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.

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