November Lunch Meeting: Navigating the Distribution Correction Minefield

When
Thursday, November 21, 2019
11:30 AM - 1:00 PM
Location
DoubleTree Hotel - Mission Valley, 7450 Hazard Center Dr., San Diego, CA 92108

Registration

Non-Members – $75.00
Pay As You Go Members – $65.00
Prepaid Members

Registration is closed

Please join us for Navigating the Distribution Correction Minefield, presented by Steve Forbes. Topics covered in this presentation include:

Required minimum distribution failures – three correction options

Overpayment

Underpayment

Failure to provide the proper distribution notice

Failure to obtain participant/spousal consent for a distribution

Delayed distributions

Distribution prior to a distributable event (too early)

Discriminatory availability of a distribution option

Prohibited discretion over distribution options

Rollovers vs. Transfers

Required distributions

This lunch meeting will be held at the DoubleTree Hotel, 7450 Hazard Center Drive, San Diego, California 92108. Doors open at 11:30 a.m. for registration and networking, and the presentation will run from noon to approximately 1:00 p.m.

The reservation deadline for the meeting is Friday, November 15th.

Western Pension & Benefits Council San Diego Chapter

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