The administration of beneficiary designations is an unexpectedly complex aspect of benefit plan administration. At issue are fiduciary obligations of plan administrators, litigation over benefit entitlements, and the financial risk of improper benefit payments. Gain an understanding of the statutory obligations related to the administration of beneficiary designations, learn how to draft clear plan documents, summary plan descriptions, and beneficiary designations forms, and know how to properly administer beneficiary designations. Be prepared to address special considerations for administering beneficiary designations under retirement, welfare and executive compensation arrangements. Topics to be covered include legal requirements, drafting to address unexpected circumstances (such as the absence of beneficiary designations, divorce and legal separations, and disputed payments), the importance of maintaining records, utilizing claims procedures, and recommendations for proper administration of beneficiary designations.
Agenda
Faculty
Nancy A. Strelau
Brownstein Hyatt Farber Schreck, LLP
- Shareholder of Brownstein Hyatt Farber Schreck, LLP
- Practice focuses on employee benefits, ERISA, and executive compensation matters
- Represents plan sponsors that include publically-traded, closely-held, governmental and tax-exempt employers, as well as trustees, consultants, and other third-party providers
- Contributing editor for EBIA’s ERISA Compliance for Health and Welfare Plans
- Lectures frequently on a variety of employee benefits-related topics, sharing more than 25 years of benefits-related experience both as an attorney and as a benefits professional at an international benefit consulting firm
- Recognized in Best Lawyers in America, Chambers USA, and Colorado Super Lawyers
- Professional memberships include the American Bar Association (Tax, Labor and Employment and RPTE Sections), the National Association of Stock Plan Professionals, the International Foundation of Employee Benefit Plans, and the Colorado Women’s Bar Association
- Admitted to practice law in Colorado, Pennsylvania and New Jersey
- J.D. degree, Temple University James E. Beasley School of Law; B.A. degree, Muhlenberg College
- Can be contacted at 303-223-1151 or [email protected]
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