Introduction to Distributions and Taxation

This webcast will last for 50 minutes.

Speaker: Danny Streiff, National Sales Manager, Reliance Trust Company

Recorded Webcast Registration Deadline: 4/15/2014

This is the ninth of ten webcasts in ASPPA’s Plan Financial Consulting (PFC-1) series. For more information on the PFC-1 webcast series click here. Purchase of the entire series is not required.

Attendee Takeaways:

• Identify distributable events including special restrictions on different contribution types and types of distributions available to those still employed by the plan sponsor.
• Identify and explain each type of in-service withdrawal a plan may permit. 
• Describe the taxation of distributions including premature distributions. 
• Describe a participant's taxation and distribution options in a designated Roth contribution account. 
• Describe the conditions necessary to allow rollovers. 
• Identify the circumstances in which involuntary distributions may occur. 
• State the RMD requirements and the penalty for not complying. 
• Determine the required beginning date for RMDs. 
• Describe a valid QDRO. 
• Identify the requirements of the QJSA rules. 
• Identify the requirements of a QPSA. 
• Explain the spousal consent rules for loans, hardships and distributions. 
• Describe the steps a plan sponsor must take to find missing participants and the plan’s distribution options.

REGISTRATION

Important Webcast Changes
Please note attendees who purchase this recorded webcast will be able to pause the recording, but cannot skip back and forth while viewing the webcast. If attendees log out of the recording, they will not be able to log back in where the recording left off. This feature allows ASPPA to accurately determine and monitor completion of the modules by attendees, so attendees are no longer required to complete and pass a quiz to receive CE credit.

Individual Registration Prices - Recorded Only

Classroom Registration Per Webcast - Recorded Only

Single location: $500
Multiple locations: $1,000

Please email [email protected] for unlimited or multiple location classroom registration information.

Click here to download a registration form.

Methods of Registration

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CONTINUING EDUCATION INFORMATION

ASPPA Members

Each webcast is designed to offer registrants up to 1 ASPPA CE credit for a total of 10 CE credits if registered and attend all 10 webcasts in the series. If registering for each webcast separately, each webcast is 1 CE credit. 

Enrolled Actuaries

Each webcast is designed to offer registrants up to 1 JBEA Non-core CE credit for Enrolled Actuaries for a total of up to 10 CE credits if registered and attend all 10 webcasts in the series. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

Enrolled Retirement Plan Agent (ERPA) 

Each webcast is designed to offer registrants up to 1 ERPA CE credit for a total of up to 10 CE credits if registered and attend all 10 webcasts in the series. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.

Continuing Education Changes for RECORDED Webcast Attendees

Once registered, attendees will receive a confirmation letter directing them to the “Access Recorded Webcasts” page with a link to the WebEx OnDemand Center. Each registered viewer will be tracked when they log in with their name and email address. The webcast link will expire once the attendee has satisfied the CE requirement. CE credits will be applied to their record on a periodic basis and a certificate of attendance will be available on each attendee's My ASPPA page.

GENERAL INFORMATION

Cancellation Policy

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

Disclaimer

The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.

ABOUT THE SPEAKER

Daniel Streiff, National Sales Manager, Reliance Trust Company

Danny runs National Account Sales for Reliance Trust Company, the largest independent trust company in the United States with over 100 billion dollars in assets under management and administration. Danny is the founder and former President of Matrix Communications Technologies, now part of Broadridge Financial Solutions, a leader in the business communications industry helping retirement and health plan participants achieve the knowledge and security they need to achieve financial security. Danny has a Bachelor of Arts in Economics from the University of North Carolina – Charlotte. Danny is also an active member and volunteer of the American Society of Pension Professionals & Actuaries. He is a Financial Planning Teacher and an adjunct instructor at Central Piedmont Community College (CPCC).  CPCC has more than 70,000 full and part time students and is part of the North Carolina Community College System, the second largest community college system in the country. Danny Serves on the Board of Trustees for the Charlotte Chapter of the Speedway Children’s Charities. Danny serves on the North Carolina Community College Systems Finance and Insurance Advisory Committee. He has also been featured and quoted in numerous investing and finance articles in local, regional and national publications. Danny spent over 12 years working as a Financial Advisor at Wachovia Securities and Scott & Stringfellow.

QUESTIONS

Registration and General Questions
ASPPA Customer Support
703.516.9300
[email protected]