Featured Jobs

Client Service Executive: Employee Benefits Consulting

Global Employee Benefits Consulting Firm
(Atlanta GA / AL / AR / CT / DC / DE / FL / KY / LA / MA / MD / ME / MI / MS / NC / NH / NJ / NY / OH / PA / RI / SC / TN / VA / VT / WV / Hybrid)

Senior Account Manager

Daybright Financial
(Remote)

ERISA Attorney

BLG PLLC
(Remote)

Relationship Manager

MAP Retirement
(Remote)

Plan Document Specialist

MAP Retirement
(Remote)

Plan Document Support Specialist

ASC Actuarial Systems Corporation
(Remote)

Plan Administrator

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

Relationship Manager - Defined Contributions

Daybright Financial
(Remote)

View More Employee Benefits Jobs

Free Publications

Webinars and Podcasts	>	Upcoming \| On-Demand
Conferences	>	Upcoming \| Grouped by Location
All Webinars, Podcasts and Conferences	>	Upcoming \| Grouped by Sponsor

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