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View More FIS Relius Education Webcasts and Conferences

Required Minimum Distributions (RMDs) [2018]

FIS Relius Education

Aug. 23, 2018
Recorded Online
Webcast

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 relatively new nonspouse rollover rules and the very new IRS guidance on RMDs to missing participants. This presentation 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
  • Change of Marital Status
  • Change of Beneficiary
  • Partially Vested Benefits
  • 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
  • Missing participants

After attending this seminar, attendees should be able to:

  • Explain the RMD rules and rollover options to Plan Sponsors, participants, and beneficiaries
  • Apply the RMD requirements for various types of beneficiaries
  • Determine the options for spousal and nonspousal beneficiary rollovers
  • Understand how changes to beneficiaries impact RMD requirements
  • Explain what plan sponsors can do to address RMDs for missing participants

Speaker: David Schultz, J.D.

Continue by clicking on the following link:
http://www.relius.net/Events/seminardetail.aspx?EID=27198

 
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