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 ...

Benefit administrators, 401(k) vendors, recordkeepers and benefits professionals regularly recommend that participants in qualified retirement plans periodically review and update their beneficiary ...

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 ...

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 ...

Changing the beneficiary of a 401(k) plan can involve specific requirements, particularly when it comes to spousal consent. In many cases, to protect your spouse's financial interests, you need ...

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 ...

Everyone makes mistakes, including advisers. But there’s one blunder every planner should take extra precautions to avoid: being careless about ensuring that their clients’ IRA beneficiary forms are ...

One of the most important services an advisor can provide to their clients — and their eventual heirs — is also one of the simplest: making sure they name a beneficiary on the beneficiary designation ...