Complex Death Claims and How to Handle Them

Organizations are frequently dealt beneficiary death claims and may wonder how to resolve some of their more complex beneficiary issues, where there may be no or limited regulatory guidance. This is a comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary issues and best practices on how to handle death claims while mitigating risk. This course covers advanced aspects of IRA disclaimers, distributions to trust beneficiaries, reporting issues, disputes, minors as beneficiaries, and other compliance concerns with best practices for how to handle these complex death claim issues.

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Details

Location Date Price
Online September 17, 2019 $199

Benefits

Professional Development

Advance your career and grow your expertise by maintaining an industry designation and earning continuing education credits.

Convenient

Get retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download.

Expert Instructors

We have some of the industry’s top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.