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July Business Services
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Regional Vice President, Sales MAP Retirement USA LLC
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Retirement Plan Administration Consultant Blue Ridge Associates
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MAP Retirement
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Pentegra
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Southern Pension Services
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Retirement Plan Consultants
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BPAS
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Anchor 3(16) Fiduciary Solutions
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BPAS
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BPAS
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Managing Director - Operations, Benefits Daybright Financial
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ESOP Administration Consultant Blue Ridge Associates
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Retirement Relationship Manager MAP Retirement
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IRAs: Handling Complex Death ClaimsAscensus |
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Dec. 4, 2025 1:00 p.m. ET Webinar |
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Financial organizations are frequently faced with handling beneficiary death claims and may wonder how to resolve some of their more complex beneficiary issues where there may be no or limited regulatory guidance. This comprehensive course covers in-depth aspects of Traditional and Roth IRA beneficiary issues and best practices on how to handle death claims while mitigating risk. This course covers advanced aspects of IRA disclaimers, distributions to trust beneficiaries, reporting issues, disputes, minors as beneficiaries, and other compliance concerns. |