Meeting Details

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ASPPA Webcast: Best Practices on Handling Beneficiary Designations-OD
1.00 ASPPA
May 6, 2020 To May 6, 2021
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Recorded Webcast
1.00 ASPPA Credit
1.00 ERPA
1.00 JBEA Non-Core

Speaker: Robert M. Richter, J.D., LL.M., Retirement Education Counsel, ARA


Experience Level for Attendees: Intermediate


Target Audience:  TPAs, Administrators, Advisors, Plan Sponsors, Attorneys


Keywords:  Advisers, brokers, plan fiduciaries


IRS Program Number:  CZTXU-Q-01168-20-O


Description: Most plans have had to deal with situations where a participant has died with benefits in a qualified plan. In most cases, benefits are paid to beneficiaries without problems. But, in some cases, the improper handling of death distributions can result in additional liability and possible litigation. This webcast will focus on the beneficiary designations and how to resolve incomplete designations or designations that conflict with a plan. In addition, we will cover best practices for handling and interpreting beneficiary designations.


Recorded webcasts are available one year after their live air date.

  • List Price: $102.00
  • Member Price: $61.00
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