Required Minimum Distributions for DB Plans

American Society of Enrolled Actuaries [ASEA]

Take a deep dive into the DB Plan RMD regulations paragraph by paragraph to determine the calculation methods that are available, when they are available and if more than one method is available, which method will satisfy your client’s needs.  

The session will also cover the issues that arise when annuitizing benefits in a cash balance plan.

Learning Objectives:

• Focus on the calculation methods for DB RMD’s
• Review cash balance plan annuitization issues
• Options for increasing annuities in DB plans

Speaker: Mary Ann Rocco, EA,  Actuarial Consulting Services

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