QUESTIONS & ANSWERS WITH ABLE EXPERTS
WATCH OUR WEBINAR
A Conversation with ABLE Savings Plans - Q&A Session 1
In April 2023, NAST’s ABLE Savings Plan Network (ASPN) and ABLE today collaborated with ABLE experts to host a comprehensive webinar on ABLE accounts. This interactive webinar featured an overview on ABLE accounts and ABLE state program administrators provided answers to ABLE related questions.
Webinar topics included, but not limited to, the following:
Eligibility, Enrollment and Account Management
Authorized Legal Representatives (ALRs) and Hierarchy
Representative Payees
Funding and Balance Limits
Inheritances and Gifts
Contributions and ABLE to Work
Banking and Investments
Fees and Prepaid / Debit Card
Impact on means-tested disability benefits including HUD, Medicaid, SNAP, SSI and others
Post-death treatment of ABLE accounts
ABLE and Taxes
ABLE and Special Needs Trust
WEBINAR SPEAKERS
Part 1 - ABLE Overview
Stacy Pfeifer
Nebraska Assistant State Treasurer
Director, Enable Savings Plan
Part 2 - ABLE Expert Q & A
David Bell
Deputy Director
Oregon Treasury Savings Network
Brittaney Chipley
Executive Director
(Arizona’s) AZ ABLE
Erik Jimenez
Chief Policy Deputy
Nevada State Treasurer’s Office
Moderator
Eric Ochmanek
Director of ABLE today