Please join us for Navigating the Distribution Correction Minefield, presented by Steve Forbes. Topics covered in this presentation include:

   

• Required minimum distribution failures – three correction options
• Overpayment 
• Underpayment 
• Failure to provide the proper distribution notice 
• Failure to obtain participant/spousal consent for a distribution 
• Delayed distributions 
• Distribution prior to a distributable event (too early) 
• Discriminatory availability of a distribution option 
• Prohibited discretion over distribution options 
• Rollovers vs. Transfers 
• Required distributions 
  

The reservation deadline for the meeting is Friday, November 15th.

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