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RMDs for a DB

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RMDs for a DB
Presented by Kevin Donovan, CPA, MSPA, Pinnacle Plan Design, LLC
Original Presentation Date: Thursday, September 26th
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE

Explore the trials and tribulations of required minimum distributions in defined benefit plans, including the many complexities of the calculations and subsequent distribution. We will review many issues, including:

  • What forms of benefit are available and which forms are best for the particular client
  • How benefit restrictions affect RMDs
  • How to handle ongoing benefit accruals, including the effect on funding and required paperwork
  • How prior RMDs affect benefits being funded for
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