Sometimes conflicting beneficiary designations for 401(k) plan assets can be tough to sort out when a plan participant dies. It took a verdict from the U.S. Circuit Court of Appeals for the 9 th ...
IF YOU HAVE an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to people ...
Benefit administrators, 401(k) vendors, recordkeepers and benefits professionals regularly recommend that participants in qualified retirement plans periodically review and update their beneficiary ...
Properly designating beneficiaries for assets that transfer on death is one of the simplest, and most commonly overlooked, methods to maximize the efficiency of a client’s estate plan. As a recent ...
An often-neglected area in the world of benefit plan administration is the beneficiary designation form. Many participants complete their beneficiary designations incorrectly because they don’t read ...
When you die, anything that you own which has titling is either given to your beneficiaries via your will or via a will substitute. Any titled asset which does not have a will substitute goes into ...
You've kept your will updated regularly to make sure your assets are distributed according to your wishes upon death. Have you done the same thing with your beneficiary designations? If not, your ...
NEW YORK -- It doesn't matter how perfectly you drafted that will. Your retirement assets may never reach your heirs if you failed to fill out the beneficiary-designation form. Remember that form? It ...
Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. A beneficiary check up is an important part of your regular financial ...
A former wife named as primary beneficiary on her former husband’s life insurance policy asserts a claim for benefits under the policy. Following their divorce, the insured former husband never ...
If you have an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to people ...
An often-neglected area in the world of benefit plan administration is the beneficiary designation form. Many participants complete their beneficiary designations incorrectly because they don’t read ...
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