A. Two words come to mind: beneficiary forms. Whether you remember or not, you’ve probably filled out and signed several beneficiary forms. Life insurance policies have them. Credit union accounts ...

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

A 401(k) can be one of the largest assets in an estate, but its treatment after death is governed by specific rules. Beneficiary designations determine who receives the account, while federal ...

When it comes to estate planning, a will or a trust often receives the most attention. However, the simple act of naming a beneficiary to inherit assets in your 401(k), IRA, or savings account, or the ...

Beneficiary forms trump last wills and testaments in court, so those with assets to pass on to heirs should regularly update them. Errors on the part of plan administrators can creep in when, for ...