VEChannel Event Profile

Distributions, Rollovers, and Transfers from Qualified Plans 2005

This 100 minute interactive course is intended to provide practitioners with an introduction to the options a qualified plan participant has when receiving an account distribution. Discussed will be distributable events, taxation of distributions, rollover options and plantoplan transfers. The information provided is practical and you can put it to use immediately to establish more effective administrative procedures and reduce compliance issues. Topics Covered: Distributable Events Taxation of Distributions Participant Rollovers Direct Rollovers PlantoPlan Transfers This eSeminar will be presented by Bob Kaplan, CFP, CPC, QPA, APA, who is McKay Hochmans Director of Education and Consulting Services.

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