Event Description
 
Recorded -Designated Roth: Contributions, Distributions, Rollovers and Reporting
 
Description Register to learn about the designated Roth 401(k) rules for contributions, distributions, the five-year clock and other administrative issues. Hardship and loans and designated Roth accounts. Required minimum distributions and the designated Roth and Roth IRAs. These hot topics make this an eSeminar you won't want to miss.

Topics covered, but not limited to:
  • Designated Roth contributions
  • The five-year clock and rollovers
  • Roth and hardship and loans
  • Requirement Minimum Distributions
  • Designated Roth and Roth IRA rules
  • This eSeminar will be presented by 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 Website www.mhco.com.

     
    Fee $249.00 per computer (multiple attendees can view from one computer)
     
    Course Level Basic - Intermediate
     
    Prerequisite None
     
    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.
     
     
    Select a time for each Live session.
    Times listed are in Eastern Standard Time.
    You will be automatically registered in any Prerecorded sessions.
     
     
     
     
    Recorded -Designated Roth: Contributions, Distributions, Rollovers and Reporting
     
    Session Schedule
     
      Date Time Presenter  

    N/A N/A Bill Grossman  


    Newkirk McKay Hochman MasteryPOINT Financial Technologies