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) ...
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 ...
Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. A beneficiary check up is an important part of your regular financial ...
When it comes to your estate plan, ensuring appropriate beneficiary designations is just as important, if not more important, than your will. When you start a job, open a retirement account, or take ...
Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Beneficiary designations are one of the major gaps in many retirement ...
We pay good money to estate-planning attorneys to draft trusts and wills. We deliberate over which loved ones are best suited to be guardians for minor children in case of catastrophe. We have ...
A participant in a 401(k), 403(b), or other account-style retirement plan may name a beneficiary to receive his or her account balance after the participant’s death. A recent case, Moore v. NCR Corp.
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