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RMD's - A Recap of everything you need to know

Webinars

Continuing Education Credit Offered: CPE, Generic, ASPPA

This presentation will review the RMD rules and guide you through what you need to do before December 31st as well as the risks if you don't.

 

Learning Objectives:

1.  Understand Required Minimum Distributions (RMDs) and the rules related to them.  

2.  Learn how SECURE 2.0 changes impacted RMD requirements.  

3.  Identify best practices for managing RMDs and avoiding penalties.

Coming Soon 

Presenters

Dolores P. Lawrence headshot

Dolores P. Lawrence

Dolores Lawrence is a Senior Managing Director of Plan Administration at Blue Ridge ESOP Associates. She is a CPA, holds the QKA designation from the American Society of Pension Professionals and Actuaries (ASPPA) and has over 25 years of experience in plan design, administration and consulting services for ESOPs and 401(k) plans. She is a member of NCEO, The ESOP Association and ASPPA, and is a speaker at various ESOP conferences. She is also a past chair for The ESOP Association's Advisory Committee on Administration.

Mr. Kip Kuster headshot

Mr. Kip Kuster

Kip is a Manager of ESOP Administration at Blue Ridge Associates focused primarily on transaction consulting; including pre-transaction ERISA compliance testing, setting the ESOP benefit level, plan design, and education of companies on how their ESOP works. Kip is a member of the National Center for Employee Ownership (NCEO), American Society of Pension Professionals and Actuaries (ASPPA), the ESOP Association, and a member of The ESOP Association’s Advisory Committee on Administration.

Thank you to our Sponsors

Blue Ridge
Chartwell
KSM
McDermott Will & Emery
PCE Investment Bankers, Inc.
Prairie
Praxis
Strategic Talent Partners
Texas Center for Employee Ownership