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View More American Society of Enrolled Actuaries [ASEA] Webcasts and Conferences

RMD's in the DB World

American Society of Enrolled Actuaries [ASEA]

Apr. 29, 2020
Recorded Online
Webcast

RMD's for DB plans have quite different rules than for DC plans and IRA's.  The SECURE Act made major changes to the RMD rules, in particular to the required beginning date. 

Learn about these changes, as well as reviewing how RMD's work for annuities under a DB plan.  Tips and tricks for applying RMD's under a DB plans, as well as avoiding pitfalls, are covered in detail..

Learning Objectives:

  • Differentiate the DB RMD rules from the DC rules
  • Avoid common mistakes
  • Explore different techniques applicable to DB plans depending on the terms of the plans.

Speakers:

  • Charles Brown, Compliance Specialist, Economic Group Pension Services, Inc.
  • Martin Pippins, Executive Director, ASEA

More Information, How to Register

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