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Real Life Death Situations

Webinars

Continuing Education Credit Offered For Live Session Only: Generic, ASPPA, CPE

Webinar Details

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.

Learning objectives:

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.

Webinar Slides
Webinar Replay

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Presenters

Rita Tucker headshot Presenter company logo

Rita Tucker

Rita Tucker serves as an ESOP Manager at Blue Ridge Associates, bringing in over two decades of expertise in accounting, ESOP accounting, and administration. With a career spanning more than 20 years in the ESOP space, Rita has established herself as a seasoned professional and a trusted leader in employee ownership.
Prior to joining Blue Ridge, Rita dedicated over 22 years to an ESOP-owned company, where she progressed from Corporate Accounting Manager to a specialized role focused on ESOP administration and education. During her tenure, she also served as an internal Trustee, further solidifying her deep understanding of ESOP governance and fiduciary responsibilities. Most recently, Rita held the position of Chapter Director at The ESOP Association, where she oversaw programming, development, and engagement for five regional chapters, contributing to the growth and success of ESOP education and advocacy across the organization.
Rita's extensive background in both corporate and nonprofit ESOP settings, combined with her commitment to employee ownership education, positions her as a valuable asset to the Blue Ridge team and a passionate advocate for the ESOP community.

Scott Foreman headshot Presenter company logo

Scott Foreman

Scott is a Director of ESOP Administrator with Blue Ridge ESOP Associates. He has been working with retirement plans for 20 years, 15 of those with ESOPs. His experience lies not only in the technical aspects of administration, but as a guide for new ESOP companies, an educational specialist for employees, and a presenter of various topics both nationally and regionally. Scott works with employee-owned companies across the nation, but is located in Atlanta, GA.

Thank you to our Sponsors

Blue Ridge
Chartwell
KSM
McDermott Will & Schulte LLP
PCE Investment Bankers, Inc.
Prairie
Praxis
Strategic Talent Partners