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

Available until September 26, 2018

Speaker: William C. Grossman, ERPA, QPA

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

Webcast Outline


This webcast addresses the complex rules of RMDs and the diverse circumstances a plan administrator faces in dealing with a variety of participant scenarios. Explore 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 is devoted to DC plan RMDs; however, it also covers DB RMDs in light of the growing popularity of DC/DB combo plans. 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: 
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.

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Methods of Registration:

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  • Download a registration form.
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  • Email your scanned registration form(s) and credit card information to
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  • 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

Make checks payable to the American Retirement Association.

General Information

Cancellation Policy:

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

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.


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