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Daybright Financial
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Independent Retirement
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Regional Sales Director-Mid Atlantic July Business Services
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Director of Regulatory Operations and Compliance PCS Retirement
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EPIC RPS
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Regional Sales Director-Heartland July Business Services
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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 Required Minimum DistributionsAscensus |
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Nov. 5, 2026 2:00 p.m. ET Webinar |
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RMD rules changed recently resulting from the SECURE Act, the CARES Act, and most recently the new life expectancy tables. RMDs make up a large part of most financial organizations’ IRA administration services and will continue to increase as baby boomers age. Attend this course to ensure that your organization is handling RMDs according to the most current rules. Course topics include RMD calculations, excess accumulation penalty taxes, financial organization responsibilities, and reporting. |