Please join us for A Dive into Distributions, presented by Sherrie Boutwell, Boutwell Fay.Topics covered in this presentation include:
permitted distribution events
forms of distribution / distribution forms
required minimum distributions
cash out of small amounts
in-service distributions, including hardship distributions
finding missing participants
claims and controversies
The reservation deadline for the meeting is Friday, April 11th.
Please feel free to reach out to WP&BC with any questions.
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Direct Questions To:Lori Mason, Chapter Administrator firstname.lastname@example.org
San Diego Chapter
PO Box 600302
San Diego, CA 92160-0302