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RMDs
Presentor: David Schultz Recorded Date: 9/25/2015 Duration: 100 Min.

Description
This program was recorded during a live presentations given on September 25, 2015 at 12:00PM EST.
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The final defined contribution Required Minimum Distribution (RMD) regulations are complicated and confusing. Many practitioners know the basics, but the more complex situations that come up in everyday practice are mysteries. The confusion deepens once a participant dies. Misconceptions abound as the rules split into 6 different systems. And yet, understanding RMDs is absolutely vital to understanding the nonspouse beneficiary rollovers requirements.

This program walks you through the RMD rules and the new nonspouse rollover rules. It is filled with examples and the kind of detailed information that is difficult to find elsewhere.

What you'll learn:
  • Required Beginning Dates
  • Plan Alternatives
  • Lifetime RMDs
  • Tables to Use
  • Change of Marital Status
  • Change of Beneficiary
  • Partially Vested Benefits
  • Unfunded Contributions
  • Distribution Deadlines
  • Designated Beneficiaries
  • Core Definitions
  • Separate Share Rules
  • Trusts as Designated Beneficiaries
  • RMDs After Death
  • Spousal and Other Designated Beneficiaries
  • Recipients Other Than Designated Beneficiary
  • Death Before or After RMD
  • Death of Beneficiary
  • Nonspouse Beneficiary Rollovers
  • Technical Correction Pending
  • Interface with RMD Rules
Prerequisites:

There are no prerequisites for this course.

Level: Intermediate - Overview

Instructional Delivery Method
Group – Internet-Based

Speaker: David Schultz, J.D.

Objectives: After attending this Web seminar, an attendee should be able to:

  • Explain the RMD rules and rollover options to Plan Sponsors, participants, and beneficiaries
  • Apply the RMD requirements for various types of beneficiaries
  • Determine the options for spousal and nonspousal beneficiary rollovers
  • Understand how changes to beneficiaries impact RMD requirements

 

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