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2022 AICPA & CIMA Employee Benefit Plans Conference

EBP2214 - 3D Matters: The Intersection of Divorce, Death, and (Plan) Distributions


May 10, 2022 3:00pm ‐ May 10, 2022 3:50pm


Standard: $49.00

Description

This session will explore advanced plan distribution issues involving QDROs and odd beneficiary matters. The panel will share real-life examples and practical approaches for dealing with knotty situations.

Learning Objectives:
  • Assess challenging distribution issues
  • Formulate how to resolve distribution problems
  • Predict future difficulties with distributions

Speaker(s):

Tags: TAX Audit

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