Decoding RMDs: Navigating Beneficiary and Subsequent Beneficiary Rules

American Society of Enrolled Actuaries [ASEA]

The rules for calculating RMDs for beneficiaries and subsequent beneficiaries of the original account holder can be challenging to navigate, especially with the changes introduced by the SECURE Acts. This session will provide a detailed overview of these complex rules, equipping you with the knowledge and tools to accurately calculate RMDs for beneficiaries under varying scenarios. Attendees will also learn effective strategies to communicate these requirements to clients and ensure compliance with the latest regulations, enhancing their ability to support clients through the process.

About the Speakers

Andrew Forgrave, EA, FSEA, FCA Partner/Consulting Actuary, Pinnacle Plan Design, LLC
Andrew Forgrave is an Enrolled Actuary with over 25 years of experience in the consulting and administration of qualified defined benefit, cash balance, and defined contribution plans. Andrew earned a Bachelor of Science in Mathematics from Brigham Young University.

Erin Russell, MSEA, CPC™, QPA™, QKA® Partner Actuaries Unlimited, Inc
Erin is at the forefront of continuing education at Actuaries Unlimited, Inc. and is passionate about challenging the administrators to rise to new heights in education and industry experience. A graduate of Pepperdine University with a degree in Business Administration and Management, Erin has been with Actuaries Unlimited, Inc. since 2001, working her way up from Assistant, to Plan Administrator turned Actuary in 2013, to Director of Administration, and now Partner. A native to Los Angeles, Erin resides in Redondo Beach with her husband, Justin and their two children. In her free time, you can find Erin listening to live music, traveling, and spending time with her family.

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