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

‐ May 10, 2022 2:50pm

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



TAX Audit

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