3-C-1 - Required Minimum Distributions

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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:

Mr. Gary Chase

WTW

Mr. Syed Fahad Saghir

Alston & Bird, LLP

Credits:

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