Posts Tagged ‘beneficiary’

Have You Determined a Beneficiary for Your Retirement Plan?

Friday, November 11th, 2011

A single dad wanted to designate his two children as beneficiaries of his retirement benefits. He mailed his beneficiary designation form to his employer with a cover letter explaining his wishes. When he died, the benefits administrator noticed the designation form wasn’t signed. Should the plan assets pass to the estate or the children? (more…)

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