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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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July Business Services
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Managing Director - Operations, Benefits Daybright Financial
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Retirement Relationship Manager MAP Retirement
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Southern Pension Services
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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. |