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Director of Regulatory Operations and Compliance PCS Retirement
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EPIC RPS
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Internal Channel Sales Team Lead July Business Services
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EPIC RPS
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Relationship Manager – Defined Contributions Daybright Financial
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Spectrum Pension Consultants (part of Daybright Financial)
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Stones River Consulting
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Daybright Financial
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IRA Beneficiary Distributions, Part 1Ascensus |
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Aug. 6, 2026 11:00 a.m. ET Webinar |
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The SECURE Act made significant changes to IRA legislation, consequently adding a level of complexity to beneficiary payout rules. Moreover, the IRS has come out with proposed RMD regulations providing guidance with respect to beneficiary options considering the changes brought about by the SECURE Act. This class is part one of a two-part comprehensive course covering in-depth aspects of Traditional and Roth IRA beneficiary options addressing all the changes resulting from the SECURE Act and proposed RMD regulations, as well as essential topics such as beneficiary election deadlines, distribution rules and restrictions, and reporting requirements |