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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 ...

Who really benefits? You may be surprised! If you participate in a 401(k) or other retirement plan, have one or more IRA accounts, or life insurance policies, you need to designate beneficiaries to ...

A beneficiary designation is a document — usually a simple form — that tells a financial institution or insurance company who ...

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 ...

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 ...

A variety of financial accounts, including retirement plans and life insurance, allow individuals to designate beneficiaries. Whoever is named on a beneficiary designation form will receive those ...

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 ...

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) ...