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2009 RMD Waiver and the Impact to You

On December 23rd 2008 the President signed the Worker, Retiree and Employer Recovery Act (WRERA) of 2008. Many of the provisions were technical corrections to PPA 2006, but it also included a moratorium on Required Minimum Distributions (RMDs) from IRA’s and Qualified Plans for 2009.

Wolters Kluwer Financial Services has prepared an informative webinar that will provide an overview of the changes and help organizations prepare for them and maximize the benefit for your IRA owners them.

The webinar will help you:

  • Become familiar with what changed for RMDs
  • Understand how the changes will impact your normal RMD processes, including required notices
  • Be more comfortable communicating with account owners about the RMD waiver and what it means to them
  • Understand what other changes were made by the legislation

Register below for our 60-minute “2009 RMD Waiver and the Impact to You” webinar. Cost is $219. Test your system before purchase.

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