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

Best Practices on Handling Beneficiary Designations

American Society of Pension Professionals & Actuaries [ASPPA]

May 6, 2020
Recorded Online

Most plans have had to deal with situations where a participant has died with benefits in a qualified plan. In most cases, benefits are paid to beneficiaries without problems. But, in some cases, the improper handling of death distributions can result in additional liability and possible litigation.

This webcast will focus on the beneficiary designations and how to resolve incomplete designations or designations that conflict with a plan. In addition, we will cover best practices for handling and interpreting beneficiary designations.

Learning Objectives:

  • Recognize the key elements of beneficiary designations
  • Be able to explain to employers their responsibilities in handling designations
  • Determine how to handle incomplete designations

Speaker: Robert M. Richter, J.D., LL.M., Retirement Education Counsel, ARA

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