Defined benefit plan restatements are happening RIGHT NOW, and there are things you can be putting in your plan documents to make required minimum distributions (RMDs) better for your clients.
Have you – or those in your firm – struggled with RMDs in your DB plans? Help is here.
Or more precisely, at ASPPA Annual (Oct. 20-23).
In Workshop #59 – which is aptly entitled “RMDs in the DB World” – Charles Brown, FCA, MSPA, EA, QPA, QKA - Chief Compliance Officer for Economic Group Pension Services, Inc. – explains that, having done customer service for one of the more recognizable TPA-support groups, he found that about 20% of the questions involve DB RMDs.
This will be your chance to hear about – and learn how to resolve – problems that have come from the real world.
You’ll learn that:
- DB RMDs aren’t scary. Instead, they are an opportunity to shine and differentiate yourself from your competitors.
- And, perhaps more importantly, if something is messed up, it can be fixed.
Don’t miss out on #ASPPAAnnual – register today at http://www.asppannual.org.
p.s. This is Brown’s first ASPPA Annual presentation – show up and make it memorable!
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