Available until February 20, 2025

Speaker: Robert M. Richter, J.D., LL.M., APM, Retirement Education Counsel, American Retirement Association

Description: In this webcast we will cover the RMD rules applicable to beneficiaries – both pre-and post-SECURE. We will cover topics such as how and when death benefits must be paid, including examples of death before and after a participant’s RBD.

Learning Objectives:

1. Be able to determine when the life expectancy rule can be used
2. Be able to explain the options available to a surviving spouse
3. Understand the significance of death before and after the RBD

Registration Links:

                       

On-Demand Webcast is Available Until: February 20, 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. 

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

Speaker BIo: Robert Richter joined the American Retirement Association (ARA) as Retirement Education Counsel in January of 2019, where he’s primarily responsible for maintaining the ERISA Outline Book and assisting with ARA educational programs. Robert was previously a vice president with FIS (previously SunGard and Corbel) where he managed the consulting department and was responsible for authoring and supporting FIS retirement plan documents. Robert served as President of the American Retirement Association in 2017 and in 2012 (ASPPA). Robert is a Fellow in the American College of Employee Benefit Counsel and is a member of The Florida Bar. Robert received a B.S., with a major in Finance, from the University of Florida, a J.D. from Florida State University, and an LL.M. in taxation from the University of Florida.

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]