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Join us for a crucial webcast on 2009 RMD relief. Learn the immediate impact of the 2009 RMD relief on your financial organization's operations.
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Subject: |
2009 RMD Relief and Updated Reporting Requirements |
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When: |
January 13, 2009 at 1:00 PM CT OR
January 15, 2009 at 1:00 PM CT |
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| Cost: |
$295 per phone line. |
IRS Notice 2009-9, just released by the IRS, provides critical, time-sensitive reporting guidance for IRA administrators regarding the recently enacted 2009 RMD relief. Administrators and operations specialists must act now to address these changes. In addition, advisors and financial organization staff must be prepared to respond to client inquiries.
What we’ll cover
- Compliance requirements for IRS Form 5498 reporting
- Updated 2009 RMD statement requirements
- Prudent client notification recommendations for those who have established automatic distributions
- Implications of 2009 RMD suspension for IRA owners/plan participants and beneficiaries
- Implications of 2009 RMD suspension on your financial organization's operations
- Discussion regarding the limited ability of returning assets to an IRA or another eligible retirement plan using the rollover rules
- Special considerations for IRA owners/plan participants with required beginning dates of April 1, 2009 or April 1, 2010
Please contact Connie Spaulding at connie.spaulding@convergentrps.com or contact our home office at 866-388-4900 to register.
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