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Regional Sales Director-Heartland July Business Services
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Stones River Consulting
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Regional Sales Director-Mid Atlantic July Business Services
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Daybright Financial
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Relationship Manager – Defined Contributions Daybright Financial
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Daybright Financial
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Internal Channel Sales Team Lead July Business Services
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Nova 401(k) Associates
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Spectrum Pension Consultants (part of Daybright Financial)
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Independent Retirement
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EPIC RPS
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EPIC RPS
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Director, Strategic Accounts and Channel Development July Business Services
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Director of Regulatory Operations and Compliance PCS Retirement
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View More National Association of Plan Advisors [NAPA] Webinars, Podcasts and Conferences
Best Practices on Handling Beneficiary DesignationsNational Association of Plan Advisors [NAPA] |
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July 24, 2025 On-Demand Webinar |
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Most plans have had to deal situations where a plan participant has died prior to receiving all plan benefits. In most cases, benefits are paid to the deceased participant’s beneficiaries without problems. But, in some cases, the determination of who the proper beneficiary can be complex. A plan can be subject to litigation and liability if benefits are not paid to the proper beneficiary. In this session we will identify deficient or vague designations, how courts have handled some of these, and then conclude with best practices on preventing problems with designations. |