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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:
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