Available Until August 19, 2021
Speaker: Mary Ann Rocco, Consulting Actuary
Experience Level for Attendees: Advanced
Target Audience: Actuaries
Keywords: Distributions, Defined Benefit, Annuity
IRS Program Number: CZTXU-Q-01199-20-O
Description: 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
1. Focus on the calculation methods for DB RMD’s
2. Review cash balance plan annuitization issues
3. Options for increasing annuities in DB plans
Registration Deadlines:
Live: 08/19/2020
On-Demand: 08/19/2021
CE Credit: 1.5 ASPPA, 1.5 NAPA Relevant Topics, 1.5 NTSA, 1 ERPA, 1.5 JBEA Core
|
|
|
Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.
Webcast Package Pricing
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
Please use Live or On-Demand links to purchase using credit card only. Email confirmations will be sent immediately after purchase.
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: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725
For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Make checks payable to the American Retirement Association
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
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 assumes no responsibility for the content and materials presented by speakers during the webcast.
Questions
Registration and General Questions
American Retirement Association Customer Support
703-516-9300