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EPIC RPS
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Distributions Processor - Qualified Retirement Plans

Anchor 3(16) Fiduciary Solutions, LLC
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Senior Relationship Manager

ERISA Services Inc.
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Implementation Specialist

Nova 401(k) Associates
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Plan Installation Manager

July Business Services
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Omni Operator

BPAS
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Retirement Plan Administrator

Compensation Strategies Group, Ltd.
(Remote)

Retirement Combo Plan Administrator

Heritage Pension Advisors, Inc.
(Remote / Commack NY)

Census Coordinator

BPAS
(Utica NY / Hybrid)

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Webinars and Podcasts	>	Upcoming \| On-Demand
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View More TRA [The Retirement Advantage] Webinars, Podcasts and Conferences

Handling Orphaned Retirement Plans

TRA [The Retirement Advantage]

May 29, 2024
On-Demand
Webinar

It’s a hard-knocked life. Businesses shut down, owners pass away, partners have to quickly flee for unknown reasons. What happens to a retirement plan if no one is around to make decisions or authorize actions? This session will provide information about:

Determining when a retirement plan is orphaned or abandoned.
Identifying the roles and responsibilities of a Qualified Termination Administrator (QTA).
Recognizing the limited liability of being a QTA.
Handling the payment of fees for an orphaned or abandoned plan.

More Information, How to Register