Pentegra
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Nova 401(k) Associates
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West Side Federation for Senior & Supportive Housing
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Strongpoint Partners
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Strongpoint Partners
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Employee Benefits Account Manager U.S. Retirement & Benefits Partners
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VP, Sales Consultant (Manhattan/Long Island Territory) FuturePlan, by Ascensus
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Ascensus
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Retirement Plan Administration Consultant Cetera Financial Group
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Retirement Plan Consultants
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Part-Time Distribution Reviewer Nova 401(k) Associates
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Nova 401(k) Associates
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Webinars and Podcasts |
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Conferences (In-Person or Virtual) |
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Overpayments: Regulations, Response, RamificationsBerwyn Group |
July 16, 2024 Recorded Online Webinar |
Unreported deaths are increasing. The decline of the Death Master File and the rise of disparate data sources have made it more challenging than ever for pension plans to identify decedents and locate missing participants/beneficiaries. But inaccurate data can lead to costly overpayments that could threaten the longevity of the fund. In our webinar, industry experts will explain best practices for preventing overpayments, partnering with your beneficiaries when an overpayment is made, what the regulations and SECURE 2.0 require, and the rights of the pensioner. Representation of all parties will share their unique perspectives and experiences. Panelists include:
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