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Making and Taxing Corrective Distributions After PPA
Presentor: Derrin Watson Recorded Date: 3/5/2009 Duration: 100 Min.

Description

This program was recorded during a live presentation on March 5, 2009.

This year is like no other as we simultaneously (1) transition to the new PPA rules on ADP and ACP corrections; (2) address WRERA changes to gap period income; (3) deal with the effects a slowing economy has on ADP and ACP tests; and (4) deal with the effects of serious losses affecting corrective distributions.

You’ve got questions; Derrin Watson will bring you answers, examples, and clear analysis.

Topics include:

  • Gap period income
  • Taxation of corrective distributions
    • Year(s) of taxation
    • 1099-R reporting
  • Adjusting corrections for gains and losses
  • Deducting losses on corrective distributions
  • Losses on Roth corrective distributions
  • Availability of EACA rules to delay corrective distributions
  • Strategies to improve testing results, even for 2008
  • Penalties for late corrections

Speaker – S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award

Instructional Delivery Method
Group – Internet-Based

Prerequisites
There are no prerequisites and no advance preparation required for this program. However, an attendee should have an understanding of the fundamental rules and concepts of retirement plan distributions.

Level - Intermediate.

System Requirements

  • Windows 95, 98, NT 4.0 , 2000, XP
  • Internet Explorer 4.01 or later, Netscape 4.08 or later
  • 56K modem connection or better (128K recommended)
  • Pentium 166+ MHz, 128MB RAM or more
  • 800x600 or higher display resolution
  • Soundcard, Speakers

 

Recorded Event Time Limitation:
This recorded event will be available for 20 days from your date of registration.

Program related requests, questions, or concerns may be e-mailed to: Relius.Education@sungard.com.

 


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