Wednesday August 28 2024 |   2:00-2:50 p.m. ET
 

Speaker: Mary Ann Rocco, EA, FSEA, Owner, Mary Ann Rocco, EA, FSEA Consulting Agency

 

Description: A comprehensive examination of Required Minimum Distribution rules as they pertain to Defined Benefit and Cash Balance Pension Plans. In Part I, delve into the calculations and options for determining annuity payments compliant with 401(a)(9) regulations, and discover best practices within the small plan environment.

 

Learning Objectives:

• Gain insight into applying regulatory calculations for DB plans to offer Owner Participants maximum flexibility
• Differentiate between DB and DC rules.
• Navigate the DB rules when the DB plan is terminating.

Registration Links:

                        

Registration Deadline for Live Webcast: August 27, 2024

On-Demand Webcast is Available Until: August 28, 2025

Registration Information: 

• Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
• Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
• Live webcast registration does not provide access to the on-demand version.
• Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
• To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session. 
• CE will only be given for one event, if you attend the live but also complete the On-Demand, Only one CE record will be maintained

Continuing Education Credit (Live):  1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA,  1 JBEA Non-Core, 1 JBEA Formal, 1 ERPA,

Continuing Education Credit (On-Demand):  1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA,  1 JBEA Core, 1 ERPA,

Speaker Bios: Mary Ann started her actuarial consulting firm in 1987 in Huntington Beach, CA. Mary Ann’s firm provides actuarial services exclusively to Third Party Administration firms, with a focus on combination plan designs including Cash Balance Plans. Mary Ann has served on the COPA and ACOPA board of directors and acted as ACOPA President in 2010. Mary Ann is currently a member of ASPPA’s Government Affairs Committee and a frequent speaker at various conferences throughout the country.

General Webcast Information

How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.

Paying Online Using a Credit Card: Please use the Live or On-Demand registration buttons above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.

Paying a Different Way: Download the webcast registration form and either: 

• E-mail: Send your 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
• Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203

Note: Make checks payable to the American Retirement Association. 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. 

Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.

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? Please reach out to our Customer Care team [email protected]