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 ...

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 ...

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 ...