Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

401(k) Retirement Plan Consultant

Aboon
(Remote)

Aboon logo

Retirement Plan Administrator

CMC Pension Professionals
(Remote)

CMC Pension Professionals logo

Retirement Plan Consultant

July Business Services
(Remote / Woodway TX)

July Business Services logo

Manager of DC/DB Administration Team

Small TPA Firm
(Remote / NJ)

Regional Sales Director (West)

July Business Services
(Remote)

July Business Services logo

Defined Benefit Consultant/Enrolled Actuary

Pension Plan Specialists, PC
(Vancouver WA)

Pension Plan Specialists, PC logo

Defined Contribution Retirement Plan Senior Administrator

First American Bank
(Elk Grove Village IL / Hybrid)

First American Bank logo

AVP and Assistant General Counsel, Employee Benefits

MetLife
(New York NY / Whippany NJ / Cary NC / Hybrid)

MetLife logo

Senior Retirement Plan Administrator

Envoy Financial
(Colorado Springs CO / Hybrid)

Envoy Financial logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon
Webinars
and Podcasts
  >  Upcoming   |   Recorded
Conferences
(In-Person or Virtual)
  >  Upcoming   |   Grouped by Location
All   >  Upcoming   |   Grouped by Sponsor

View More Ascensus Webinars, Podcasts and Conferences

IRAs: Handling Complex Death Claims

Ascensus

Dec. 5, 2024
1:00 p.m. ET
Webinar

Financial organizations are frequently faced with handling beneficiary death claims and may wonder how to resolve some of their more complex beneficiary issues where there may be no or limited regulatory guidance. This comprehensive course covers in-depth aspects of Traditional and Roth IRA beneficiary issues and best practices on how to handle death claims while mitigating risk. The course covers advanced aspects of IRA disclaimers, distributions to trust beneficiaries, reporting issues, disputes, minors as beneficiaries, and other compliance concerns.

More Information, How to Register

© 2024 BenefitsLink.com, Inc.