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ESOP Administrator -- Sign-on bonus! Blue Ridge ESOP Associates
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Everything You and Your Clients Should Know About Beneficiary Designation FormsWestern Pension & Benefits Council |
Aug. 23, 2018 Recorded Online Webcast |
Too often plan participants are asked to complete beneficiary designation forms for death benefits and neither the plan participant nor the TPA fully understands the significance of the failure to complete the designation form or the impact of a form that fails to meet the participant’s needs. While this session is not intended to circumvent a participant’s estate planning attorney or advisor, it will provide attendees with an overview of such issues as the: affect of no beneficiary designation; impact of a divorce on a beneficiary designation, including the pre-nuptial issue; handling of competing claimants for plan benefits; handling a beneficiary’s disclaimer; handling the distribution and reporting for various types of beneficiaries. Learning Objectives:
Our Speaker: William Grossman |