Available until May 6, 2021
Speaker: Robert M. Richter, J.D., LL.M., Retirement Education Counsel, ARA
Experience Level for Attendees: Intermediate
Target Audience: TPAs, Administrators, Advisors, Plan Sponsors, Attorneys
Keywords: Advisers, brokers, plan fiduciaries
IRS Program Number: CZTXU-Q-01168-20-O
Description: Most plans have had to deal with situations where a participant has died with benefits in a qualified plan. In most cases, benefits are paid to beneficiaries without problems. But, in some cases, the improper handling of death distributions can result in additional liability and possible litigation. This webcast will focus on the beneficiary designations and how to resolve incomplete designations or designations that conflict with a plan. In addition, we will cover best practices for handling and interpreting beneficiary designations.
Learning Objectives
- Recognize the key elements of beneficiary designations
- Be able to explain to employers their responsibilities in handling designations
- Determine how to handle incomplete designations
Registration Deadlines:
Live: 05/06/2020
On-Demand: 05/06/2021
CE Credit: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA Noncore
About the Speaker:
Robert Richter joined the American Retirement Association (ARA) in 2019 as Retirement Education Counsel where he’s primarily responsible for maintaining the ERISA Outline Book and assisting with ARA educational programs. Robert was previously a vice president with FIS (previously SunGard and Corbel) where he managed the consulting department and was responsible for authoring and supporting FIS retirement plan documents. Robert served as President of the American Retirement Association in 2017 and in 2012 (ASPPA). Robert is a Fellow in the American College of Employee Benefit Counsel and is a member of The Florida Bar. Robert received a B.S., with a major in Finance, from the University of Florida, a J.D. from Florida State University, and an LL.M. in taxation from the University of Florida
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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
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.
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Please use Live or On-Demand links to purchase using credit card only. Email confirmations will be sent immediately after purchase.
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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
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703-516-9300