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 ...

Well, if your beneficiary designation form lists your kids or grandkids individually, then the distribution will bypass your will or trust provisions. That may not be what you want.

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 ...

Beneficiary Designation Case Turns on Plan Documents A federal district court has ruled for a second time on litigation arising from a dispute over verbal and written beneficiary designations.

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

The district court considered the beneficiary designation form to constitute a plan document, leading to its conclusion that the ex-wife was entitled to the benefits. Also see: When is ERISA ...

Your beneficiary designation is not valid under the Plan until the Retirement Department receives and process the properly completed Beneficiary Designation Card.

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 ...

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 ...