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 ...

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 ...

Few people understand the importance of their IRA beneficiary designation forms, because if they did, they’d read the fine print and that might give them pause. Reviewing these forms should be ...

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

Wills and trust are often thought of as the main components of an estate plan – the documents that determine who will receive our assets at death. However, simple beneficiary designation forms, which ...

It's easy to assume your will has the final say over who inherits your money, but that's not always true. Just one bank account beneficiary form can quietly override written estate plans and redirect ...

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 ...

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 ...

There are several methods of transferring property at death. A transfer of probate property by a valid will or a deed of transfer will generally involve the assistance and advice of an attorney. While ...

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 ...

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 ...

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 ...