1-D-1 - Required Minimum Distributions Issues (and More?)

The IRS finalized new 401(a)(9) regulations in July 2024, reflecting the SECURE Act and certain SECURE 2.0 changes, and issued proposed regulations for other SECURE 2.0 changes. Speakers review both the proposed and final rules affecting defined benefit and defined contribution plans.

Speakers:

Chelsea Erin Stewart

Nina M. Lantz

Milliman Inc.

Credits:

CPD Credit: 1.50 EA Core Credit: 0.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.00 EA Formal Credit: 0.00