Sometimes conflicting beneficiary designations for 401(k) plan assets can be tough to sort out when a plan participant dies. It took a verdict from the U.S. Circuit Court of Appeals for the 9 th ...

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 ...

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 ...

When you think of estate planning, most people think about getting their wills and trusts in order. But for many investors, their IRA or 401(k) beneficiary designation form will control the ...

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 ...

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

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 ...

Baby boomers have been planning and saving for retirement for decades. They are also planning their legacy — creating wills, trusts and other sophisticated estate planning strategies to transfer their ...

Baby boomers have been planning and saving for retirement for decades. They are also planning their legacy — creating wills, trusts and other sophisticated estate planning strategies to transfer their ...

You've done everything right. You've been diligently contributing to your retirement accounts for years, maybe even decades. Your savings are growing. You've got a plan. Life feels pretty solid. Then ...

You can play a personal role in advancing liberty, fairness, and equality by providing now for a future gift through your retirement account. For many people, this is the easiest and most effective ...