Legislation enacted at the end of 2008 relieves IRA and 401(k) owners older than 70 ½ from the obligation to take their minimum required distributions (MRDs) from their accounts for the 2009 calendar year. This will allow account holders to keep the money in their tax-sheltered accounts so they might not deplete their retirement assets so quickly. The legislation also can change the five-year deadline for some IRA holders to take the money out of IRAs they inherited.
Find out in this LIVE webcast. Produced by The Knowledge Congress, a panel of distinguished experts and key regulators will help the public understand Qualified Plan Distributions and the ways to manage repercussions, including best practices.
Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Conference
Recommended CLE/CPE Hours: 2.0
(Please note, your State Bar or Accounting Board will make the final determination with respect
to continuing education credit.)
Advance Preparation: Print and review course materials
Course Code: 093866
William “Bill” M. Evans
Attorney-Advisor, Office of Benefits Tax Counsel
Internal Revenue Service
Robert Cremeens
Internal Revenue Agent
Todd B. Castleton
Partner
Elizabeth Dold
Principal
William “Bill” M. Evans, Attorney-Advisor, Office of Benefits Tax Counsel, US Department of Treasury
- Summary/Explanation of the new guidance
- Required minimum distribution provisions of the Worker, Retiree, and Employer Recovery Act of 2008 (WRERA)
Robert Cremeensn, Internal Revenue Agent , Internal Revenue Service
- IRS Issues with required minimum distributions (RMD) in IRA plans and meeting IRC 408(a)(9)(A) and 408(b)(3).
- IRS programs dealing with required minimum distributions compliance.
- Relief provided by the Worker, Retiree, and Employer Recovery Act of 2008 (WRER) for IRA plans.
Todd B. Castleton, Partner, McDermott Will & Emery LLP
- Roth Rollovers from Qualified Plans
- Safe harbor 402(f) Explanations
Elizabeth Dold, Principal, Groom Law Group, Chartered
- Frequently Asked Questions
- Summary of Related Guidance
- CFOs
- Controllers
- Finance Officers
- Internal Controllers
- Tax preparers
- HR & Benefits Personnel
- Pension & ERISA Attorneys and Consultants
- Payroll & Benefits Administrator
- Benefits professionals from non profit organizations
- Retirement plan financial professionals
- Third-party administrators
- Retirement plan sponsors
This is a must attend event to everyone to hear the up-to-the minute updates, issues and developments concerning IRA and Qualified Plan Distributions.
- New guidance explained by the most qualified key leaders & experts
- Hear directly from key regulators & thought leaders
- Interact directly with panel during Q&A