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Regional Vice President, Sales MAP Retirement USA LLC
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Plan Administration Consultant Blue Ridge Associates
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ESOP Administration Consultant Blue Ridge Associates
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
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View More Berwyn Group Webinars, Podcasts and Conferences
Overpayments: Regulations, Response, RamificationsBerwyn Group |
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July 16, 2024 On-Demand Webinar |
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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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