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Do you need to train someone new? Do you need to brush up on the basics, or to fill in gaps in your knowledge? SunGard’s Fundamentals Series may be just what you need. 16 convenient 1-hour web seminars provide the information a pension practitioner needs to function effective in the modern 401(k) world. Pick and choose the topics you need, or participate in the entire series: the choice is yours. Our standard pricing has been discounted to make attendance to all sessions in this series more cost effective. The series will cover the following:
Fundamentals 13: Distributions [2017]
The ability to contribute Roth deferrals has become a more prevalent aspect of retirement planning in recent years. This presentation discusses the rules related to Roth contributions, and when Roth distributions will be tax-free and when they will not.
Deferred taxation is arguably the primary reason to establish a 401(k) plan. Maintaining tax deferral, however, is a complex matter. This presentation discusses when distributions are taxed and how they are reported to the participants and the IRS. It also covers the early penalty excise tax, rollover rules, the qualified joint and survivor rules and required minimum distributions.
There are no prerequisites or other advanced preparation for this program. No prior experience needed.
Level: Beginning.
Instructional Delivery Method
Group – Internet-Based
NASBA Field of Study: Taxes
Speaker: David Schultz, J.D.Objectives: After attending the program you should be able to:
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