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ASPPA Webcast: Rules and Timing of Death Distributions

ASPPA Webcast: Rules and Timing of Death Distributions
Available Until June 21, 2018

Speaker: Robert M. Richter, Esq., APM, Vice President, FIS Wealth & Management

IRS Program Number: CZTXU-Q-00715-16-O

Webcast Outline: Click Here.

   

Description: 
There has been an increase in the number of individuals dying with assets in a qualified plan. Improperly handling death distributions can result in additional liability and possible litigation. This webcast will detail the actions plans that must be taken upon the death of a participant. We will begin by focusing on the determination of the proper beneficiary, including best practices for beneficiary designations to avoid potential conflicts. Then we will cover the timing of the distributions along with the proper reporting for tax purposes.

Key Takeaways:
1. Identify the proper beneficiary
2. Determine the deadline for making the distribution
3. Apply plan provisions relating to death such as compensation, allocation, and vesting

Registration Deadlines: 
Live: 6/21/2017
On-Demand: 6/21/2018

CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore

About the Speaker:

Robert Richter is a vice president with FIS Wealth & Management. He manages the consulting department and is instrumental in authoring and supporting SunGard Corbel's retirement plan documents. Robert is a frequent lecturer and author on matters involving qualified retirement plans and cafeteria plans. He currently serves as President of the American Retirement Association. Robert is a member of numerous other organizations, including the Florida Bar and the American College of Employee Benefits Counsel.

Individual Viewer Additional Viewers 
ASPPA Member: $115  ASPPA Member: $45 
Non-Member: $190  Non-Member: $70 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact [email protected]

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

Click here to download a registration form.

Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 

E-mail: E-mail your scanned registration form(s) and credit card information to [email protected].

Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.

Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
[email protected]