ASPPA Webcast: The Complex World of RMDs: A Case-Study Approach

ASPPA Webcast: The Complex World of RMDs: A Case-Study Approach
Tuesday, September 26, 2017
2:00 - 3:40 p.m. ET

Speaker: William C. Grossman, ERPA, QPA

IRS Program Number: CZTXU-Q-00721-16-O

Webcast Outline: Coming Soon.

   

Description: 
This webcast will address the very complex rules of RMDs and the diverse circumstances a plan administrator faces in dealing with a variety of participant scenarios. We will offer real-life situations and solutions based on the guidance where it exists and best practice options for the gray areas we often encounter in the administration of plans. This webcast will be devoted to DC plan RMDs; however, we also will briefly discuss DB RMDs in light of the growing popularity of DC/DB combo plans. We will also discuss aggregation of RMDs and participants with multiple plans over their lifetime.

Key Takeaways:
1. Compare and contrast the intricate rules related to the RBD for five-percent owners and non-fve-percent owners   
   
2. Discover how various participant circumstances affect the RMD rules
3. Find out how to handle other things that impact RMDs, such as Roth, illiquid assets, and multiple plans (including DC/DB combo plans)
4. Get updated on the correction of missed RMDs and the latest IRS guidance in this area

Registration Deadlines: 
Live: 9/26/2017
On-Demand: 9/26/2018

CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore

About the Speaker:

Bill Grossman is a retirement plan speaker and writer, known for speaking on a wide variety of retirement plan topics at ASPPA and NIPA conferences and webcasts. He was formerly with McKay Hochman, a DST systems company. Bill has designed and delivered programs that help a company expand into new markets, such as 401(k), 403(b), 457(b), Roth, MEPs, and most Defined Contribution plans. He is known for making complex subjects easy to understand, such as testing and required minimum distributions. Bill has been published in The ASPPA Journal and Plan Consultant, and has been co-chair of the ASPPA Annual Conference, The ASPPA Journal, and the ERPA Conference.


Individual Viewer Additional Viewers 
ASPPA Member: $115  ASPPA Member: $45 
Non-Member: $190  Non-Member: $70 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact jlinney@usaretirement.org

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

Click here to download a registration form.

Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 

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Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.

Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

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General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email accountsreceivable@usaretirement.org and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
customercare@usaretirement.org