Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Assistant Team Leader

Nova 401(k) Associates
(Houston TX / Austin TX / Dallas TX / Scottsdale AZ / Telecommute)
Senior Actuarial Administrator

Group RHI
(TX / Telecommute)
Client Relationship Manager

Loren D. Stark Company
(Houston TX / Telecommute)
Defined Benefits Combo Cash Balance Consultant

Loren D. Stark Company
(Houston TX / Telecommute)
Plan Document Support Specialist

Actuarial Systems Corporation
(Sylmar CA / Telecommute)
Plan Document ERISA Attorney

Actuarial Systems Corporation
(Sylmar CA / Telecommute)
Retirement Plan Sales Territory Manager

Loren D. Stark Company
(Irving TX / Telecommute)
DC Plan Administrator

San Diego Pension Consultants
(San Diego CA)
Compliance Analyst (QKA)

Newport Group
(Folsom CA / Dallas TX / Walnut Creek CA / Annapolis MD / Burlington VT / Charlotte NC / Chicago IL / Fresno CA / Moline IL / Lake Mary FL / Saint Petersburg FL / Saint Louis MO / AL / IA / MN / PA / VA / WI)
Apprentice - Financial Services and Employee Benefits

Columbia Benefits, LLC
(Englewood CO)
Retirement Plan Relationship Advisor

Prosperity Advisors, LLC and SS&G Wealth Management
(Akron OH)
DC 401(k) Plan Administrator

Gelman Pension Consulting, Inc.
(New York NY)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More FIS Relius Education Webcasts and Conferences

Lifetime and Death RMD Calculations [2019]

FIS Relius Education

July 23, 2019
Recorded Online
Webcast

The importance of the Requirement Minimum Distribution rules is not to be understated. This reality is amplified by the fact that a mistake not only results in possible disqualification of the plan but also a significant 50% penalty tax on the participant. Many practitioners only encounter the RMD rules on an infrequent basis and struggle with applying the rules in different situations. Adding to the complexity are the separate rules that apply upon the death of the participant. In addition, nonspouse beneficiary rollover rules have added a new dimension to plan administration, including the RMD rules.

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

Topics include:

  • Required beginning dates
  • Lifetime RMDs
  • Designated beneficiaries
  • RMDs after death
  • Nonspouse beneficiary rollovers
  • RMD correction

After the seminar, attendees should be able to:

  • Determine a participant’s required beginning date
  • Calculate a lifetime required minimum distribution
  • Determine the validity of a beneficiary designation
  • Identify the distribution calendar year
  • Calculate an annual death RMD
  • Distinguish between death distribution alternatives
  • Process a nonspouse beneficiary rollover

Speaker: David Schultz, J.D.

Continue by clicking on the following link:
https://www.relius.net/Events/seminardetail.aspx?EID=27288

© 2020 BenefitsLink.com, Inc.