Handling Orphaned Retirement Plans

TRA [The Retirement Advantage]

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.

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