WE’VE GOT YOU COVERED
On February 23, 2022, the IRS released new regulations concerning RMD and beneficiary distributions from IRAs and employer-sponsored retirement plans. Since the release, many retirement providers have been alarmed to find distribution requirements they did not anticipate. While the newly-issued regulations are not yet finalized, the regulations have a proposed effective date of January 1, 2022, and the IRS has indicated the regulations may be relied upon—in their current form—to demonstrate good faith compliance with changes brought about by the SECURE Act of 2019. In the coming weeks, we will be providing numerous tools to help financial organizations adapt to these changes. Contact us today for information on how we can help your organization navigate these complex changes.
- Interactive Beneficiary Courseware
- Web-Based Beneficiary Tool (Options and RMD Calculations)
- On-Demand Brochures
- E-Content for Websites
- Beneficiary Policies/Procedures Audits
- New/Updated Beneficiary Ancillary Forms
- Custom Webcasts and Consultation