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.