401 - Administrative Grab Bag and Case Studies

Member Price
$
1320.00
Non-Member Price
$
1790.00
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The speakers touch on a variety of complex and sometimes overlooked administrative issues including handling non-spouse beneficiaries and deferred beneficiaries; plan termination data readiness; and using the new RMD rules. Questions are welcome, and interactive case studies are presented.

Speakers:

Jaime F. Packer

USI Consulting Group

Jamie Michelle Sloat

Mercer

Spencer Wade

Fidelity Investments

Credits:

CPD Credit: 2.00 EA Core Credit: 2.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.00 EA Formal Credit: 2.00