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 ...

When you think of estate planning, most people think about getting their wills and trusts in order. But for many investors, their IRA or 401(k) beneficiary designation form will control the ...

An employer’s retirement plan documents did not incorporate beneficiary designation forms in its language or appendices, so the forms did not govern the award of benefits, a court ruled. A federal ...

For example, spouses who inherit an IRA or 401 (k) can roll that money into their own account. Depending on how old the ...

A May 2017 decision of the Federal Court for the Middle District of Florida should provide an impetus for employers with employer-sponsored retirement plans to reevaluate their beneficiary designation ...

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 ...

Beneficiary designations are an essential component of every estate plan; however, these designations are often overlooked. As a bit of background, there is a distinction between probate assets and ...

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're finally getting around to writing that will or just doing the periodic review, don't forget to check your named beneficiaries on other documents. If you don't, your assets might not wind up ...

A federal district court has ruled for a second time on litigation arising from a dispute over verbal and written beneficiary designations. A thorny Employee Retirement Income Security Act (ERISA) ...

Many of you know that clients can designate beneficiaries of their retirement plans and insurance policies by using the standard forms provided by financial institutions. But, you may not know that ...