A federal appellate court found that beneficiary designation forms were not ‘plan documents’ governing a plan administrator’s award of benefits upon a retirement plan participant’s death. Since the ...

Mistake #3: Not Naming a Spouse as the Primary Beneficiary. The ability to stretch out the distribution of retirement plans over one’s lifetime was significantly curtailed with the SECURE Act.

It’s the most important retirement-related paperwork item, says Ed Slott, a CPA and retirement plan expert in Rockville Centre, N.Y. That’s not to say beneficiary forms are the only thing you ...

Whether you know it or not, you’ve probably filled out and signed several beneficiary forms. Life insurance policies have them. Credit union accounts have them. Disability insurance policies ...

Retirement savings plans (IRAs, 401(k), […] Skip to content. All Sections. Subscribe Now. 36°F. Saturday, December 14th 2024 ... Outdated beneficiary forms leave unintended… ...

“Just log in to your 401(k) plan account portal and name the beneficiary,” said Travis Wesley, a chartered retirement plan specialist at Financial Investment Team in Portland, Oregon, in an email.

Paper: Call 1-800-842-2252 and request a Beneficiary form sent to your home address. Lincoln Group Variable Annuity (Former Retirement Plan Administrator) Online: Not available for beneficiary changes ...

Rolison never updated the beneficiary designation on his retirement plan. Following Rolison's death at 59, Richard and his other surviving brother, Brian, became co-administrators of his estate.