Handling Complex Death Claims for Banks

Handling Complex Death Claims for Banks

Handling Complex Death Claims for Banks
Thursday, October 17, 2019
12:00 pm – 1:30 pm Eastern 


Organizations are frequently dealt beneficiary death claims and may wonder how to resolve some of their more complex beneficiary issues, where there may be no or limited regulatory guidance. This is a comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary issues and best practices on how to handle death claims while mitigating risk. 

Topics Covered:

  • Advanced aspects of IRA disclaimers,
  • Distributions to trust beneficiaries,
  • Reporting issues,
  • Disputes,
  • Minors as beneficiaries, and
  • Other compliance concerns with best practices for how to handle these complex death claim issues.


Ascensus Leaders In Retirement Training

Ascensus helps more than 8 million Americans save for retirement, college and healthcare with partner service and technology. With more than 35 years of experience, the firm offers taailored solutions that meet the needs os asset managers, banks, state governments, financial professionals, employers, and indivduals.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by BankersHUB

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877

Registration Options
Live Webinar: Register for the live event and get five days access to the On Demand Playback. You’ll have an opportunity to ask questions during the presentation and be free to review the content for the next 5 (business) days Registration also includes links to presenter materials, handouts, and pdfs.
Additional Hookups: Registering another banker from a different location

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