As a plan sponsor, you need to make sure that participant beneficiary forms are up to date. It’s not enough that you make sure that every participant has filled one out, you also have to make sure ...

The end of the year is a time when families often gather together. Although these gatherings may keep you busy, this could be ...

Before you dash off your spouse's name, or put Junior's Social Security number on the dotted line, make sure you're not making any of these mistakes. Naming beneficiaries should be the easiest task ...

Stepchildren might not have the same legal standing as biological children if beneficiary forms don't make that clear. In a recent case, the 5th U.S. Circuit Court of Appeals ruled that a plan ...

George Lambert has spent 30+ years in the financial industry; his roles include CFP, certified divorce financial analyst, and FINRA arbitrator. Patricio Nahuelhual / Getty Images If you're signing up ...

A few years ago during a prior Congress and prior presidential administration, a federal law known as the Setting Every Community Up for Retirement Enhancement or SECURE Act, became effective on Jan.

Choosing a 401(k) beneficiary requires careful consideration of factors like age and financial literacy. Beneficiaries should be informed of their designation and understand the tax implications of ...

When couples divorce, it seems obvious that they should change their beneficiary designations on a variety of accounts. But a recent case before the U.S. Supreme Court shows that sometimes such ...

Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members according to your wishes. Naming a trust as the contingent beneficiary can help ...