November Lunch Meeting: Navigating the Distribution Correction Minefield

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

Registration


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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