Are You Feeling SECURE About Distributions?

ASPPA [American Society of Pension Professionals & Actuaries]

Speakers:
Bob Kaplan, CFP, CPC, QPA, QKC, QKA®, Director of Technical Education, American Retirement Association,
Robert M. Richter, J.D., LL.M., APM, Retirement Education Counsel, American Retirement Association

Description: Our speakers, industry veterans Robert and Bob, will address the latest issues, focusing on SECURE 2.0, in their annual session on distributions from retirement plans as well as answer questions from attendees. Topics covered include Emergency distributions, new exceptions to the 10% additional tax on early distributions, updated dates for RMDs, in-service distributions, and more.

Learning Objectives:

1. Be able to explain the difference between an emergency distribution and a Pension Linked Emergency Savings Account distribution
2. Be aware of the new exceptions to the 10% early distribution tax
3. Be cognizant of the issues plans must address in order to implement the new distribution rules

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