Free

CBIZ Presents: Distribution Dilemmas Seminar

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CBIZ Plaza

3111 North Central Avenue

Phoenix, AZ 85012

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In this session, Anne and Matthew will discuss the rules associated with these types of distributions and some of the challenges that arise with them. What happens when a participant dies before a domestic relations order is finalized? Can hardships be made without any documentation?

They will also discuss suggested corrections when these types of distributions are not administered correctly.

Upon completion of this seminar, you will be able to:

1. Discuss and identify the rules associated with loan, hardship, and domestic relations distributions.

2. Prepare your organization to avoid and/or correct administration errors for these types of distributions.



Presented by:

Anne Meyer, Partner, Snell & Willmer

Matthew Chiarello, Associate, Snell & Willmer


7:30am-8:00am: Breakfast and Networking

8:00am-9:00am: Seminar and Q&A

Cost: Free

CPE: Eligible for 1.0 CPE Credit in Specialized Knowledge

Prerequisites: Attendees must have at least one year of experience with benefit plans.

Advanced Preparation: None

Program Level: Intermediate

Delivery Method: Group Live

Fields of Study: This course content pertains to the field of study of accounting.



For more information regarding refund, complaint and/or program cancellation policies, please contact our offices at 602.264.6835

CBIZ, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org


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CBIZ Plaza

3111 North Central Avenue

Phoenix, AZ 85012

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