Meeting Details

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ASEA Webcast: DB RMDs: Do you REALLY get them? - OD
November 16, 2021 To November 16, 2022
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Recorded Webcast
1.00 ASPPA Credit
1.00 JBEA Non-Core

Tues., November 16, 2021

Speaker: Charles A. Brown, FCA, MSEA, QPA, QKA -  Actuarial Director, Wolters Kluwer (

Experience Level for Attendees: All

Target Audience: TPAs, Actuaries, Attorneys and Advisers


It seems that few qualifications requirements are as misunderstood as the required minimum distribution rules for defined benefit plans. Hint: you don’t pay a partial lump sum of the PVAB divided by the life expectancy factor. If that ruined your day, don’t worry – we’ll show you how to fix it. We’ll also give you some best practices to avoid getting into RMD pickles in the first place. Join us for an information-packed webcast on one of the most mysterious subjects in our business

Learning Objectives: ? 

  1. The attendee will understand the rules for satisfying the IRC 401(a)(9) (RMDs) rules in defined benefit plans.
  2. The attendee will gain skills for consulting with older, high-income business owners who are subject to RMDs.
  3. The attendee will know how to correct plans with past RMD operational failures.
  4. The attendee will learn how to design a defined benefit plan that anticipates RMDs and provides favorable options.

  • List Price: $106.00
  • Member Price: $65.00
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