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
Failure to provide the proper distribution notice
Failure to obtain participant/spousal consent for a distribution
Distribution prior to a distributable event (too early)
Discriminatory availability of a distribution option
Prohibited discretion over distribution options
Rollovers vs. Transfers
The reservation deadline for the meeting is Friday, November 15th.
Please feel free to reach out to WP&BC with any questions.
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San Diego Chapter
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San Diego, CA 92160-0302