Beneficiary Designations

Wednesday, April 11, 2012 Share:
 

2:00 - 3:00 p.m. Eastern

Webinar

 

 

Presentation:

Archived Replay

 

Beneficiary Designations from NICSA

 

Presenters:

Moderator: Ann Plank, Manager of Customer Operations
Franklin Templeton Investments

 

Meghan McGuire, RP Compliance Associate
OppenheimerFunds Services

 

 

 

 

 

Thomas Rowley, Executive Director, Retirement Strategies
Invesco

 

 

 

 

 

overview:

Accruing retirement assets has long been the focus of baby boomers, but with age comes concerns regarding proper distribution to beneficiaries when it comes time.  Please join our experts as they explore the complex world of beneficiary designations and operational best practices.