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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:
Level: Intermediate
Instructional Delivery Method: Group – Internet-Based
NASBA Field of Study: Taxes
Speaker: David Schultz, J.D.
Objectives: After attending the presentation, attendees should be able to:
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