FIS Relius |
About Us | Support | Products and Services | News | Training | Events | Contact Us | Links | Search | Sitemap |
Home / Events / FIS Relius | Welcome! Log In or Register |
Effect of Death on Retirement Plans
Death seems like such a simple matter for a 401(k) plan. A participant dies; the employer cuts the final paycheck; and the plan arranges to distribute the account to the beneficiary. The only problem is that the process is much more involved than that, with many twists, turns, and unanswered questions.
This seminar takes a close look at the effect of a participant or beneficiary’s death on a 401(k) plan.
Topics include:
There are no prerequisites or other advanced preparation for this program. Attendees should have a general familiarity with the operation of 401(k) plans.
Level: Intermediate
Instructional Delivery Method
Group – Internet-Based
Speaker: David Schultz, J.D.
Objectives: After attending this Web seminar, an attendee should be able to:
How to participate
You will need a phone (speakerphone, for multiple participants sharing the Primary registrant’s authorized connection) and Internet Access. The graphics presentation and illustrations will be viewed via the Primary registrant’s Web connection, while the speaker audio portion will be via the Primary registrant’s 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 about who is authorized to connect to the program, and for the cancellation/transfer policy.
All ownership and intellectual property rights in and relating to this website and all of its contents or any copies thereof, including but not limited to copyrights, logos, trademarks, service marks, design, text, videos, sound recordings, images, links, graphics, code, concepts and themes are owned by SunGard and/or its subsidiaries (collectively "SunGard") or used under authorized license by the SunGard. Any recording, reproduction, transmission, distribution, publication, performance, broadcast, hyperlink, creation of derivative works or other use in whole or in part in any manner without the prior written consent of the SunGard is expressly prohibited. Without the prior written consent of the SunGard, you shall not insert a hyperlink to this website or any part thereof on any other website or "mirror" or frame this website, any part thereof, or any information or materials contained in this website on any other server, website or webpage.