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 ...

What happens to your financial accounts when you pass away? They will be passed along to the beneficiary or beneficiaries designated for that account – but what happens when your beneficiaries are out ...

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

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) ...

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 ...

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 ...

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 ...

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 ...