Webinar
Online notarization for spousal consents: Everything you need to know
Last year, the IRS issued a set of proposed regulations that would permanently waive the pre-existing requirement that spousal consents for plan distributions to be witnessed in-person by a notary or plan representative.
Date:
March 9, 2023
Date:
The future of spousal consents for plan distributions is PERMANENTLY online — and just a few clicks away!
Watch our discussion with leaders from TIAA & The SPARK Institute, Inc. to learn:
• An overview of the new IRS Proposed Regulations for Spousal Consents
•️ How businesses like TIAA are using this to improve their customer experience and operational efficiencies
•️ How you can build a case and prove ROI to internal stakeholders
•️ How to take advantage of this offering & prepare for what’s next
James Fulgenzi
Director, Government Affairs & Advocacy
Proof
James Fulgenzi
Director, Government Affairs & Advocacy
Proof
Tim Rouse
Executive Director
SPARK Institute
James Fulgenzi
Director, Government Affairs & Advocacy
Proof
Tim Rouse
Executive Director
SPARK Institute
Brad Abeles
Director
TIAA
Spousal Consent Webinar