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Fundamentals Series 16: Distributions

FIS Relius Education

July 18, 2016
Recorded Online
Do you need to train someone new? Do you need to brush up on the basics, or to fill in gaps in your knowledge? Our Fundamentals Series may be just what you need. 16 convenient 1-hour web seminars provide the information a pension practitioner needs to function effective in the modern 401(k) world. Pick and choose the topics you need, or participate in the entire series: the choice is yours. Our standard pricing has been discounted to make attendance to all sessions in this series more cost effective. The series will cover the following:

Fundamentals Series 01: Eligiblity
Fundamentals Series 02: Vesting
Fundamentals Series 03: Compensation and HCEs
Fundamentals Series 04: Coverage test (ratio percentage only)
Fundamentals Series 05: Elective deferrals - including 402(g), automatic enrollment, distribution restrictions
Fundamentals Series 06: ADP/ACP test
Fundamentals Series 07: Safe Harbor 401(k) Plans
Fundamentals Series 08: Nondiscrimination Testing
Fundamentals Series 09: 415 and deduction limits
Fundamentals Series 10: Top-heavy
Fundamentals Series 11: Controlled Groups
Fundamentals Series 12: Participant Loans
Fundamentals Series 13: Taxation: Roth
Fundamentals Series 14: Fiduciary requirements; Reporting and Disclosure
Fundamentals Series 15: Participant Disclosure
Fundamentals Series 16: Distributions
Fundamentals Series 16: Distributions

Distributions are among the first tasks many new employees receive. But the rules relating to distributions are many and varied. This program will provide an introduction to the key rules relating to distributions. Topics include:

** Distributable events
* Hardship distribution requirements
** Participant consent
** Mandatory distributions
* Automatic rollover
** Required minimum distributions
** Other distribution deadlines
** Qualified domestic relations orders
** Joint and survivor annuity rules

There are no prerequisites or other advanced preparation for this program. No prior experience needed.

Level: Beginning.
Instructional Delivery Method
Group – Internet-Based

NASBA Field of Study: Taxes

Speaker: S. Derrin Watson, J.D.
Recipient of ASPPA's 2006 Educator of the Year Award

After attending the program you should be able to:
** List the distributable events for a 401(k) plan
** List the safe harbor hardship needs
** Determine if a distribution is subject to automatic rollover
** Determine a participant’s required beginning date under the required minimum distribution rules
** Provide an employer with an overview of QDROs and J&S distributions

More Information, How to Register

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