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 ...

In the area of employee benefits, we have learned that nothing is simple. Even beneficiary designation forms can create significant issues. Employee benefit administrators, 401(k) vendors, ...

Most individuals own assets that will pass upon the death of that individual pursuant to a beneficiary designation. In fact, in many instances, these types of assets make up a large portion of an ...

Many people spend years building their nest egg but forget one small form that could undo it all: the beneficiary designation. A single outdated name on your IRA or 401(k) can send your life savings ...

Comprehensive, high quality estate planning involves much more than preparation of wills, trust instruments and durable powers of attorney. Many assets owned by our clients, including life insurance ...

One of the biggest myths and misconceptions of estate planning is that a will controls the disposition of all one’s assets at death. This is not the case. Failing to distinguish the difference between ...

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 ...

You can play a personal role in advancing liberty, fairness, and equality by providing now for a future gift through your retirement account. For many people, this is the easiest and most effective ...

U.S. workers have stashed $6.9 trillion in their 401(k) plans as of Sept. 30, 2023, according to the Investment Company Institute, an association representing regulated investment funds. A healthy ...

The estate of a late Proctor & Gamble employee is embroiled in a legal battle over his retirement account nearly a decade after his death—with his ex-girlfriend from 35 years ago. Jeffrey Rolison ...

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 ...