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View More TRA [The Retirement Advantage] Webinars, Podcasts and Conferences
Handling Orphaned Retirement Plans
TRA [The Retirement Advantage]
May 29, 2024
11:00 a.m. - 11:30 a.m. ET
Webinar
11:00 a.m. - 11:30 a.m. ET
Webinar
It’s a hard-knocked life. Businesses shut down, owners pass away, partners have to quickly flee for unknown reasons. What happens to a retirement plan if no one is around to make decisions or authorize actions? This session will provide information about:
- Determining when a retirement plan is orphaned or abandoned.
- Identifying the roles and responsibilities of a Qualified Termination Administrator (QTA).
- Recognizing the limited liability of being a QTA.
- Handling the payment of fees for an orphaned or abandoned plan.
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