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Employee Benefit Plans Conference 2020


EBP2064 - Successful Strategies for How to Get Money Out of a Plan (Repeat of Session 20)


May 6, 2020 8:00am ‐ May 6, 2020 9:15am

Description

To Be Announced.

Learning Objectives:
  • Describe the types of retirement plan distributions and analyze the tax ramifications
  • Identify the records that plan sponsors should maintain and documentation required when moving providers, when there is a change in sponsorship, etc.
  • Explore the effects of recent legislation, including the SECURE Act, on retirement plan distributions
  • Recognize common minimum required distribution problems
  • Explain how to handle uncashed retirement distribution checks (Rev. Rul. 2019-19)
  • Revisit the final regulations for Hardship Distributions

Speaker(s):

Category: Concurrent Session Onsite and Online

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