401 - Administrative Grab Bag and Case Studies

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.


Jaime F. Packer

USI Consulting Group

Jamie Michelle Sloat


Spencer Wade

Fidelity Investments


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