Thursday, April 27, 2023 | 2:00-2:50 p.m. ET
Speaker: Robert Richter, J.D., LL.M., APM, Retirement Education Counsel, American Retirement Association
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 plan liability and costly litigation. 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.
Learning Objectives:
- Recognize the key elements of beneficiary designations
- Be able to explain to employers their responsibilities in handling designations
- Be able to identify deficient or vague designations
Registration Links:
On-Demand Webcast is Available Until: April 27, 2024
Registration Information:
- Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
- Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
- Live webcast registration does not provide access to the on-demand version.
- Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
- To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session.
Continuing Education Credit (Live): 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 JBEA Non-Core, 1 JBEA Formal, 1 ERPA
Continuing Education Credit (On-Demand): 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 JBEA Non-Core, 1 ERPA
About the Speaker: Heather Bader assists plan sponsors and service providers in navigating the complexities of qualified and nonqualified retirement plans, as well as health and welfare plans. While her work extends to all aspects of employee benefits, she is particularly experienced in assisting plan committees and sponsors in fulfilling their fiduciary duties. Heather advises on a variety of fiduciary compliance issues and assists with the defense of government agency audits and investigations, including but not limited to the Department of Labor (DOL), Internal Revenue Service (IRS) and the Centers for Medicare & Medicaid Services (CMS). Heather works with plan sponsors that are publicly traded and the issues surrounding employer securities in retirement plans. Heather is co-leader of the firm’s financial services industry group.
General Webcast Information
How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.
Paying Online Using a Credit Card: Please use the Live or On-Demand registration buttons above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.
Paying a Different Way: Download the webcast registration form and either:
- E-mail: Send your 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
- Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Note: Make checks payable to the American Retirement Association. 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.
Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.
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? Please reach out to our Customer Care team [email protected]