Tricky Death Issues

Webinars October 30, 2025 9:30 am PT

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Continuing Education Credit Offered: CPE, Generic, ASPPA

Processing Death distribution payments can be sensitive and very complicated. Our presenters will provide an overview of beneficiary designation best practices, regulatory requirements, information collection and real life situations related to death payments.

1. Understand the key components of retirement plan design.

2. Learn how plan design affects employee participation and benefits.

3. Explore strategies for optimizing plan design to meet organizational objectives.

Coming Soon

Presenters

Barbara M. Clough

Barbara Clough is a Vice President at Blue Ridge Associates. Barbara has a deep understanding of the complexities involved in ESOP administration, her technical expertise includes navigating tricky administration and compliance issues. As an ERISA expert, she ensures adherence to Code Section compliance and provides strategic guidance to clients on plan design, legal matters, and IRS & DOL inquiries.

Accolades include: past Chairwoman of the Administration Advisory Committee, frequent speaker, author, Executive Committee member of the ESOP Association’s Public Policy Council and Vice President of Advocacy for the ESOP Association’s New England Chapter.

Webinar Details

Webinar Slides

Presenters

Barbara M. Clough

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