IRA

Event Details:                                                                                                                                                           printer-friendly page

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.

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Conference
Recommended CLE/CPE Hours: 1.75 - 2.0
(Please note, your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date.)
Advance Preparation: Print and review course materials
Course Code: 093866
Recording Fee: $299 (Please click here for details)
NASBA Sponsor Number: 109004

 

Featured Speakers for IRA and Qualified Plan Distributions live webcast:


  Event Talking Points (click here to view more)
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



US Department of Treasury
William “Bill” M. Evans
Attorney-Advisor, Office of Benefits Tax Counsel
speaker bio »»

Internal Revenue Service
Robert Cremeens
Internal Revenue Agent
speaker bio »»

McDermott Will & Emery LLP
Todd B. Castleton
Partner
speaker bio »»

Groom Law Group, Chartered
Elizabeth Dold
Principal
speaker bio »»

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

Why Attend?

This is a must attend event to everyone to hear the up-to-the minute updates, issues and developments concerning IRA and Qualified Plan Distributions.
- New guidance explained by the most qualified key leaders & experts
- Hear directly from key regulators & thought leaders
- Interact directly with panel during Q&A

Registration Information:                                                                                                                                    



IRA and Qualified Plan Distributions: What you need to know in 2009
Speaker Firms:


US Department of Treasury



Internal Revenue Service



McDermott Will & Emery LLP






 

The Knowledge Conference is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org


 

We are an approved multi-event sponsor in the state of California. Our provider ID is: 14451. In Texas, Illinois, and Virginia, we submit programs for individual approval in advance. In all other states, once attendance is verified, participants are emailed an official certificate of attendance which they submit to their respective State Bar Associations. Our programs are created with continuing education in mind and are therefore designed to meet the requirements of all State Bar Associations. If you have any questions, please email our CLE coordinator at: info@knowledgecongress.org

Attention New York Attorneys:

This program is approved for CLE credit under New York’s Approved Jurisdiction policy. The Knowledge Group, LLC is an approved sponsor in the state of California, a New York Approved Jurisdiction. This program fulfills the non-traditional format requirement of exceeding 60 minutes in length. Please note only experienced attorneys (more than 2 years) are eligible to receive CLE credit via non-traditional format learning platforms. The Knowledge Group will verify attendance during the webcast via secret words (3 per credit hour) and by auditing attendees log in and log out records. All verification instructions will be provided during the webcast. Once attendance verification requirements have been completed, the attendee will be issued a certificate of attendance be The Knowledge Group for the course with the recommended number of credit hours. The Certificate of Attendance is normally sent via email in 24 hours or less.

To Claim Your CLE Credits:

The attorney should simply include credits earned via Knowledge Group webcasts when computing the total number of CLE credits completed, and keep the Knowledge Group Certificate of Attendance for a period of at least four (4) years in case of audit. An attorney may count towards her/his New York CLE requirement credit earned through the Approved Jurisdiction policy without notifying the CLE Board.

To learn more about New York’s Approved Jurisdiction policy. Please visit: http://www.nycourts.gov/attorneys/cle/approvedjurisdictions.shtml



 
Enrolled Agents Sponsor ID Number: 760

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.