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.
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.
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
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.
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