Available through August 4, 2016
Speaker: Derrin Watson, Esq, Attorney, Sunguard Relius
 |
Click here to view the webcast outline!
Although plan distributions seem commonplace, they can also provide for many compliance challenges. Whether it is a severance distribution, a hardship withdrawal (struggling to adapt to recent IRS documentation guidance) or other in-service distribution, processing these events in accordance with the law and the plan document is paramount to keeping your client’s plan in compliance. Throw in a Roth or other after-tax account, or QDRO distribution and things get really interesting. This session will address issues related to defined contribution plan distributions and how to handle them in a way that satisfies IRS and DOL and be in compliance with the plan document.
- Based on real life scenarios, and primarily focused on outside the box distribution issues that may arise, this session will give you an understanding of issues you may encounter when dealing with complex and less common distributions.
- Properly calculate taxation, prepare information returns, and advise participants relating to after-tax or Roth distributions.
- Advise employers on proper documentation for hardships.
REGISTRATION
Registration Deadline:
Recorded – 08/04/2016
| Individual Viewer | Additional Viewers |
| ASPPA Member: $110 | ASPPA Member: $40 |
| Non-Member: $180 | Non-Member: $65 |
Registration for Recorded Webcast Includes:
- Unlimited viewings of the Webcast recording to play anytime before the one year expiration date
- Webcast outline and any additional presentation materials
Recordings are available 72 hours after the live webcast takes place.
Webcast Package Pricing
Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].
Methods of Registration
To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic Registration Confirmation to the e-mail address listed on your registration form.
Click here to download a registration form
Online For credit card payment only. Receive an immediate e-mail Registration Confirmation.
E-mail E-mail your scanned registration form(s) and credit card information to [email protected].
Fax Fax your scanned registration form(s) and credit card information to 703.516.9308.
Mail ASPPA – PO Box 34725, Alexandria, VA 22334-0725
For express/overnight deliveries (FedEx, DHL, etc.) send to:
ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203
Make checks payable to ASPPA
CONTINUING EDUCATION INFORMATION
ASPPA/NAPA/NTSA/ACOPA Members
The webcast is designed to offer registrants 2 ASPPA CE credits.
Enrolled Actuaries
The webcast is designed to offer registrants 2 JBEA Non-Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.
Enrolled Retirement Plan Agent (ERPA)
The webcast is designed to offer registrants 2 ERPA CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.
GENERAL INFORMATION
Cancellation Policy
All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.
Disclaimer
The statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association ssumes no responsibility for the content and materials presented by speakers during the webcast.
ABOUT THE SPEAKERS
Derrin Watson received his bachelor’s degree in accounting from BYU. In 1980, he graduated from UCLA Law School. Formerly the tax partner of a Beverly Hills law firm, he now works for SunGard with their Relius line of educational programs and products. He spends much of the year traveling to present seminars, and he prepares and delivers roughly 30 webcasts per year on a variety of pension topics. He has been involved with qualified plans since 1977 and had his first case involving controlled groups shortly thereafter. He has maintained a strong interest in this area ever since and has become the leading authority on controlled group, affiliated service group, and leased employee issues.
QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
- Log in to post comments