Tues., November 16, 2021
Speaker: Charles A. Brown, FCA, MSEA, QPA, QKA - Actuarial Director, Wolters Kluwer (ftwilliam.com)
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: ?
- The attendee will understand the rules for satisfying the IRC 401(a)(9) (RMDs) rules in defined benefit plans.
- The attendee will gain skills for consulting with older, high-income business owners who are subject to RMDs.
- The attendee will know how to correct plans with past RMD operational failures.
- The attendee will learn how to design a defined benefit plan that anticipates RMDs and provides favorable options.