Recorded - Distributions, QJSA

Description	Join us to learn the rules you need to know to handle rollovers, eligible rollover distributions, and withholding. We'll also provide a portability chart as a useful reference and great learning tool. In addition, you'll learn the correct method of rollover of property, or for that matter any rollover, to avoid severe tax consequences. Summary of main topics covered: Eligible rollover distribution rules Portability Rollovers: 60-day rule, partial rollovers Rollover of property, participant rollovers Taxes and withholding QJSA Rules Disability rules PPA Distribution rules This module can also be combined at a discounted rate with 8 other modules as part of a package of Back-to-Basics: Qualified Plans Foundations. Click here for details and discounted pricing. All Back-to-Basics Series modules will be presented by Bill Grossman, QPA, Director of Education and Communications with McKay Hochman. Bill is also Editor of McKay Hochman's Newsletters, E-mail Alerts and Websitewww.mhco.com.

Fee	$249.00 per computer (multiple attendees can view from one computer)

Course Level	Basic

CPE Credit	You may be eligible for 2 CPE credits

Who Should Attend?	Retirement Plan Professionals

Duration	100 minutes

Administrative Policy	Satisfaction guaranteed. If you are not completely satisfied with this eSeminar, we will provide you with a credit toward another McKay Hochman educational program. Email seminars@mhco.com with your comments, suggestions, or complaints.

Cancellation Policy	Full refund of tuition, less an administrative fee of $25 will be made for cancellations received at least 5 days prior to the eSeminar.

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Times listed are in Eastern Standard Time.
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Recorded - Distributions, QJSA