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Keeping Current
Presentor: Derrin Watson Recorded Date: 12/2/2014 Duration: 100 Min.

Description
This program was recorded during a live presentation given on December 2, 2014 at 12:00PM EST.
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2014 saw important updates to IRS document programs, several important changes affecting rollovers, new late filing programs and important DOL initiatives. This Web seminar is based on the presentation Derrin Watson and Ilene Ferenczy give each year as a general session at the ASPPA annual conference and SunGard’s Advanced Pension Conferences. You get a review of all the significant retirement plan developments of 2014, including many issues that we won’t cover in any other Web presentations.

Topics include:

  • Cash balance and 403(b) prototypes
  • IRA rollover limitations
  • Easier rollover acceptance
  • Taxation of distributions involving basis
  • New IRS late filing programs
  • Supreme Court ruling on marriage, and its aftermath
  • Lifetime income initiatives
  • Changes in fee disclosures

Prerequisites: There are no prerequisites or other advanced preparation for this program. The speaker will expect attendees will have a general understanding of the operation of 401(k) and other retirement plans.

Level: Intermediate.

Instructional Delivery Method
Group – Internet-Based

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

Objectives: After the seminar, attendees should be able to:

  • List the key pension developments of 2014
  • Know the key new issues which might affect your clients or your practice

 


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