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The death of a participant seems like a relatively simple matter for a 401(k) plan. The participant dies; the employer issues a final paycheck, and the plan arranges to distribute the account to the beneficiary. The only problem is that the process is often much more complicated than that, with many potential twists, turns, and risks. This seminar takes a close look at the possible impact 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, and a minimum of two years of experience.
Level: IntermediateNASBA Field of Study: Taxes
Speaker: David Schultz, J.D.Objectives: After attending the presentation, attendees should be able to:
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