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Daybright Financial
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Independent Retirement
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Director of Regulatory Operations and Compliance PCS Retirement
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Relationship Manager – Defined Contributions Daybright Financial
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EPIC RPS
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Spectrum Pension Consultants (part of Daybright Financial)
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Regional Sales Director-Heartland July Business Services
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Internal Channel Sales Team Lead July Business Services
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Stones River Consulting
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EPIC RPS
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Director, Strategic Accounts and Channel Development July Business Services
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Nova 401(k) Associates
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Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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View More American Society of Enrolled Actuaries [ASEA] Webinars, Podcasts and Conferences
Inheriting a Plan with Life Insurance: Navigating the ComplexitiesAmerican Society of Enrolled Actuaries [ASEA] |
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July 25, 2025 On-Demand Webinar |
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When you take over a retirement plan that includes life insurance, you are stepping into a web of potential compliance and operational challenges. This webcast focuses on the "now what?"—helping practitioners identify and address common issues found in inherited plans with life insurance policies. From non-discrimination testing to exit strategies, we will explore how to evaluate what is in place, spot red flags, and determine the appropriate corrective or administrative steps. This session skips the debate over whether to use life insurance in qualified plans and dives straight into what to do when it is already there. |