The Governing Board of Western Pension & Benefits Council invites you to the attend the following webinar:
Applying the New Final and Proposed RMD Regulations
Stephen W. Forbes, J.D., LL.M. (taxation)
Thursday, October 24, 2024
10:00 AM to 11:00 AM PDT (60 Minutes)
Continuing Education Credits Available!
Presentation Description
The IRS recently released the final required minimum distribution (RMD) regulations, along with proposed regulations addressing the SECURE Act changes. The new regulations provide helpful clarifications on applying the RMD requirements, as well as guidance on the changes made by SECURE. Understanding how these rules affect RMD calculations is critical because the consequences of failure are potential plan disqualification and excise taxes. This webinar will provide administrators, consultants, benefits counsel, and plan sponsors the answers necessary to apply the changes to the RMD requirements.
Learning Objectives
- Learn how to apply the RMD changes made by SECURE 1.0 and 2.0
- Understand the modifications to RMDs following the death of the participants (death RMDs)
- Understand how to apply the changes SECURE has made the correction of an RMD failure
Speaker
Stephen is an ERISA attorney and educator with 36 years of experience practicing and teaching in the retirement plan area. Mr. Forbes received ASPPA’s 2019 Educators Award. Stephen was vice president of SunGard in charge of Relius Education. He teaches seminars, conferences and webcasts on retirement plan compliance, design and correction. He also provides professional consulting. Mr. Forbes has drafted qualified plan, 403(b), 457(b), 409A and IRA documents. He was the author of “The Form 5500 Filing Guide” and the co-author of “The Pension Library.” Mr. Forbes was a Tax Law Specialist at the IRS National Office (Employee Plans Division) where he trained IRS employees, wrote IRS Notices and Revenue Rulings and participated in several Treasury regulations committees.
Continuing Education
1 Hour CE for the following:
AIF (pending), CEBS, CFP (pending), ERPA, JBEA, ASPPA, NIPA, CRPS, California CPAs, California MCLE
A Special Thank You to Our Sponsor
Sincerely,
Bridget Davidson
Webinar Coordinator | Western Pension & Benefits Council
(503) 866-6384 Mobile
PO Box 2023 | Gresham, OR 97030
webinars@westernpension.org | www.westernpension.org
