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View More American Society of Pension Professionals & Actuaries [ASPPA] Webcasts and Conferences

Everything You Need to Know about Beneficiary Forms

American Society of Pension Professionals & Actuaries [ASPPA]

July 17, 2019
Recorded Online
Webcast

Too often plan participants are asked to complete beneficiary designation forms for death benefits, and neither the plan participant nor the plan sponsor 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:

  • effect 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
  • reporting for various types of beneficiaries.

Learning Objectives:

  • What advice, if any, should a TPA give a plan participant who asks about a designation form?
  • What happens if there is a post-beneficiary designation divorce?
  • What are some of the issues that a TPA should be aware of and what are the best practices?

Speaker: William Grossman, WCG ERISA Consulting, LLC

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