IRA and Qualified Plan Distributions: What you need to know in 2009
Overview:
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.
Agenda:
SEGMENT 1:
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)
SEGMENT 2:
Robert Cremeens, 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.
SEGMENT 3:
Todd B. Castleton, Partner,
McDermott Will & Emery LLP
- Roth Rollovers from Qualified Plans
- Safe harbor 402(f) Explanations
SEGMENT 4:
Elizabeth Dold, Principal,
Groom Law Group, Chartered
- Frequently Asked Questions
- Summary of Related Guidance
Who Should Attend:
- 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
Bill Evans has been an attorney-advisor in the Benefits Tax Counsel’s office at the Treasury Department since late 2007. Previously, …
Bob CreMeens, a Senior Program Analyst, has been with Employee Plans Division of the Internal Revenue Service since 1982. Beginning …
Todd Castleton is a partner in the law firm of McDermott Will & Emery LLP based in the Washington, D.C., …
Elizabeth Thomas Dold's practice focuses on Title II of ERISA and other compensation matters, including the reporting and withholding requirements. …
Course Level:
Intermediate
Advance Preparation:
Print and review course materials
Method of Presentation:
On-demand Webcast (CLE)
Prerequisite:
NONE
Course Code:
93866
Total Credits:
2.0 CLE
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SPEAKERS' FIRMS:
US Department of Treasury
Internal Revenue Service
McDermott Will & Emery LLP
About US Department of Treasury
About Internal Revenue Service
About McDermott Will & Emery LLP
About Groom Law Group, Chartered
Website: https://www.groom.com/