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RMDs

FIS Relius Education

Sept. 25, 2015
Recorded Online
Webcast

[Recorded online and available for purchase.]

The final defined contribution Required Minimum Distribution (RMD) regulations are complicated and confusing. Many practitioners know the basics, but the more complex situations that come up in everyday practice are mysteries. The confusion deepens once a participant dies. Misconceptions abound as the rules split into 6 different systems. And yet, understanding RMDs is absolutely vital to understanding the nonspouse beneficiary rollovers requirements.

This program walks you through the RMD rules and the new nonspouse rollover rules. It is filled with examples and the kind of detailed information that is difficult to find elsewhere.

What you'll learn:

  • Required Beginning Dates
  • Plan Alternatives
  • Lifetime RMDs
  • Tables to Use
  • Change of Marital Status
  • Change of Beneficiary
  • Partially Vested Benefits
  • Unfunded Contributions
  • Distribution Deadlines
  • Designated Beneficiaries
  • Core Definitions
  • Separate Share Rules
  • Trusts as Designated Beneficiaries
  • RMDs After Death
  • Spousal and Other Designated Beneficiaries
  • Recipients Other Than Designated Beneficiary
  • Death Before or After RMD
  • Death of Beneficiary
  • Nonspouse Beneficiary Rollovers
  • Technical Correction Pending
  • Interface with RMD Rules

Continue by clicking on the following link:
https://www.relius.net/Events/seminardetail.aspx?EID=26861

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