Featured Jobs


Senior Pension Consultant (Westlake Village CA / Telecommute)

Retirement Plan Administrator (Birmingham AL / Telecommute)

Retirement Plan Sales Territory Manager (Irving TX)

NQ Client Services Manager (Private Label) (Lake Mary FL / Dallas TX)

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 FIS Relius Education Webcasts and Conferences

Distributions Following Death: Deceased Participant Issues

FIS Relius Education

Sept. 16, 2019
12:00 PM ET
Webcast

The death of a participant seems like a relatively simple matter for a 401(k) plan. The participant dies; the employer issues a final paycheck, and the plan arranges to distribute the account to the beneficiary. The only problem is that the process is often much more complicated than that, with many potential twists, turns, and risks. This seminar takes a close look at the possible impact of a participant or beneficiary’s death on a 401(k) plan.

Topics include:

  • Compensation paid after death.
  • Deferrals after death.
  • Allocations after death.
  • The effect of death on vesting.
  • Determination of beneficiary.
  • The effect of death on loans.
  • Death of the business owner.
  • Understanding plan distribution language.
  • Effect of joint and survivor rules.
  • Spousal survivor rights.
  • Effect of QDRO.
  • What to do when there are conflicting beneficiaries.
  • How to handle a beneficiary’s death before distribution.
  • RMD rules after death.
  • Planning for surviving spouse.
  • Death in the military.
  • Life insurance in the plan.

Speaker: David Schultz, J.D.

Continue by clicking on the following link:
https://www.relius.net/Events/seminardetail.aspx?EID=27276

© 2019 BenefitsLink.com, Inc.