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Senior Retirement Plan Administrator (TPA) Public Accounting Firm
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The MandMarblestone Group, llc
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Daybright Financial
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Relationship Manager - Actuary Daybright Financial
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Plan Admin/Employee Benefits/Office Admin Columbia Benefits, LLC
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Defined Contribution Account Manager Nova 401(k) Associates
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Retirement Relationship Manager MAP Retirement
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Regional Vice President, Sales MAP Retirement
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The Pension Source
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Goldberg, Swedelson & Associates
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Senior Counsel – Investment Solutions Great Gray Trust Company
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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. |