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Free Publications
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| Webinars and Podcasts |
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View More American Society of Enrolled Actuaries [ASEA] Webinars, Podcasts and Conferences
DB and CB Plan RMDs, Part 1American Society of Enrolled Actuaries [ASEA] |
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Aug. 28, 2024 On-Demand Webinar |
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Speaker: Mary Ann Rocco, EA, FSEA, Owner, Mary Ann Rocco, EA, FSEA Consulting Agency A comprehensive examination of Required Minimum Distribution rules as they pertain to Defined Benefit and Cash Balance Pension Plans. In Part I, delve into the calculations and options for determining annuity payments compliant with 401(a)(9) regulations, and discover best practices within the small plan environment.
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