Browsing Tag
Beneficiary
3 posts
Single Issue That Can Derail the Best-Laid 401(k) Plan
It’s silent, monotonous and often overlooked, but it’s something that is accelerating and becoming substantial for 401(k) plan…
Lawsuit Seeks to Remove Killer as Victim’s 401k Beneficiary
A shocking and horrific crime was made worse with the news that a murder victim had named her…
Probate, Shmobate: Importance of Keeping 401k Beneficiary Info Up-to-Date
As a retirement plan specialist who meets with employers on a routine basis, we discuss fiduciary responsibility, investment…