Coronavirus (COVID-19) News and Resources
Coronavirus (COVID-19) Webcasts
Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Retirement Plan Administrator

Steidle Pension Solutions, LLC
(Lebanon NJ)

Steidle Pension Solutions, LLC logo

Retirement Plan Administrator

Group RHI
(Telecommute / Spring TX / Dallas TX / University Place WA)

Group RHI logo

Implementation Specialist

Ubiquity Retirement + Savings
(San Francisco CA / AL / AZ / CO / DC / FL / IL / KY / LA / MA / NC / NJ / NV / NY / OR / SC / TN / TX / WA)

Ubiquity Retirement + Savings logo

Client Success Team Leader

Ubiquity Retirement + Savings
(Telecommute / San Francisco CA / AL / AZ / CO / DC / FL / IL / KY / LA / MA / NC / NJ / NV / NY / OR / SC / TN / TX / WA)

Ubiquity Retirement + Savings logo

New Business Consultant

Retirement Plan Consultants
(Telecommute / CO / IA / IL / IN / KS / MN / MO / ND / NE / OH / OK / SD / WI / WY)

Retirement Plan Consultants logo

Retirement Plan Administrator

SPS
(Telecommute)

SPS logo

Defined Contribution Plan Administrator

MGKS
(Phoenix AZ)

MGKS logo

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 Ascensus Webcasts and Conferences

Complex Death Claims and How to Handle Them

Ascensus

July 14, 2020
2:00 p.m. ET
Webcast

Organizations are frequently dealt 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 is a comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary issues and best practices on how to handle death claims while mitigating risk.

This course covers advanced aspects of IRA disclaimers, distributions to trust beneficiaries, reporting issues, disputes, minors as beneficiaries, and other compliance concerns with best practices for how to handle these complex death claim issues.

More Information, How to Register

© 2020 BenefitsLink.com, Inc.