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It seems like it should be so easy and straight forward: the participant completes a beneficiary designation, and should the need arise, you transfer the participant’s balance to the designated beneficiary. But this is an area fraught with risks: from intra-family disputes to slayer statutes and beyond, this session will address best practices to minimize problems for plan fiduciaries and service providers.
Topics include:There are no prerequisites or other advanced preparation for this program. Attendees should have a general familiarity with the operation of retirement plans, and a minimum of two years of experience.
Level: IntermediateNASBA Field of Study: Taxes
Speaker: David Schultz, J.D.Objectives: After attending this Web seminar, attendees should be able to:
How to participate
Please connect at least 10 minutes prior to the event to troubleshoot any issues. You will need a phone and internet access. The graphics presentation and illustrations will be viewed via the web connection, while the presenter's audio portion will be via the telephone. Important Note: The user registrant must be logged in via the internet for CE purposes. Select the "Fees" link on the right side menu of this page for more information.
System Requirements for Webex
WebEx supports both Windows and Mac operating systems. For Windows, we recommend using Internet Explorer 11 or Microsoft Edge browsers. For Mac, we recommend using Google Chrome or Mozilla Firefox browsers. For the easiest connection to the event without the need to download any additional software, try the new Webex web app by clicking on the "Join by browser" link below the login fields. Then connect by telephone as prompted.
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