Conference Materials

2023

Beware: Dangers Lurking in the Retirement Plan Waters

Tuesday, May 2, 2023 10:30 AM - 11:30 AM

Speaker

Chris Shankle

Session Description

Join me as we dive into the waters of IRAs and retirement plans to get an understanding of some of today’s hazards to doing business in these waters. We’ll start our adventure by taking a look at the Secure Act and the changes it presents to the landscape of retirement plans below the surface. Following this we’ll take a closer look at a couple of known threats as we work in this realm – the new Required Minimum Distribution rules and Rollovers from IRAs and Qualified Plans in light of 2020-02. We’ll finally consider a few developing issues that you’ll want to be aware of but may not yet know of.

Session Material

Session Material