Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Assistant Team Leader

Nova 401(k) Associates
(Houston TX / Austin TX / Dallas TX / Scottsdale AZ / Telecommute)
Senior Actuarial Administrator

Group RHI
(TX / Telecommute)
Client Relationship Manager

Loren D. Stark Company
(Houston TX / Telecommute)
Plan Document ERISA Attorney

Actuarial Systems Corporation
(Sylmar CA / Telecommute)
Plan Document Support Specialist

Actuarial Systems Corporation
(Sylmar CA / Telecommute)
Defined Benefits Combo Cash Balance Consultant

Loren D. Stark Company
(Houston TX / Telecommute)
Retirement Plan Sales Territory Manager

Loren D. Stark Company
(Irving TX / Telecommute)
DC Plan Administrator

San Diego Pension Consultants
(San Diego CA)
Compliance Analyst (QKA)

Newport Group
(Folsom CA / Dallas TX / Walnut Creek CA / Annapolis MD / Burlington VT / Charlotte NC / Chicago IL / Fresno CA / Moline IL / Lake Mary FL / Saint Petersburg FL / Saint Louis MO / AL / IA / MN / PA / VA / WI)

Free Daily News and Jobs

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

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

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

Everything You Need to Know about Beneficiary Forms

ASPPA [American Society of Pension Professionals & Actuaries]

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

Continue by clicking on the following link:
https://asppa-net.org/market-place/asppa-webcast-everything-you-need-know-about-beneficiary-forms

© 2020 BenefitsLink.com, Inc.