The RON Playbook for Spousal Consents: Faster, Compliant Plan Distributions at Scale

Spousal consent is a legal requirement for most retirement plan distributions — but the in-person notarization process creates real delays, frustrated participants, and unnecessary operational burden for recordkeepers and RIAs managing high transaction volumes.

In this 30-minute session, we'll walk through what a modern, digital spousal consent workflow actually looks like: from participant identity verification through IRS-compliant Remote Online Notarization, without overhauling your existing systems.

You'll learn:

• Why in-person notarization is a leading source of distribution delays and participant drop-off
• How IRS proposed regulations permanently open the door to RON for spousal consents
• What compliant, scalable digital execution looks like for recordkeepers and wealth management firms
• How to build the internal business case and get to implementation fast