MILWAUKEE – Quest CE, trusted provider of compliance training and tracking technology solutions, today announced the addition of the new Firm Element course, “Required Minimum Distributions (RMDs) for the New Roaring Twenties,” to its e-learning catalog.
As we move through the Roaring Twenties of the 21st century, one thing that remains a constant is that things are ever changing. These changes require registered representatives to adapt, and to do so sometimes with little notice. The Secure Act of 2019 is one such law that dramatically changed the landscape of retirement planning, especially regarding required minimum distributions (RMDs). This course will serve as a refresher on the more common RMD calculations you are likely to encounter. We will also dive deeper into the opportunities the Secure Act has presented for you and your firm to separate yourselves from the competition in how to approach RMDs.
Course Topics Include:
- New Change for 2022
- Custodians to the Rescue
- The Game Changing Secure Act of 2019
- RMDs from Inherited Accounts before the Secure Act
- Case Studies
For questions regarding this or other Firm Element courses, please contact a Quest CE Sales Executive at 877-593-3366 or e-mail sales@questce.com. To view Quest CE’s Firm Element course catalog, click here.
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About Quest CE
For over thirty-five years, Quest CE has been a trusted provider of compliance training and tracking solutions to the financial services industry. In partnering with more than 2,400 leading insurance carriers, broker-dealers, registered investment advisors, and other financial institutions, Quest CE offers a full suite of proprietary technology solutions while delivering an unmatched level of customer service.
Through the delivery of advanced custom solutions, Quest CE honors its mission to empower financial institutions with easy-to-use technology that simplifies their compliance and continuing education programs. For more information on Quest CE, visit www.questce.com.
