A participant in a 401(k), 403(b), or other account-style retirement plan may name a beneficiary to receive his or her account balance after the participant’s death. A recent case, Moore v. NCR Corp.
Quick ReadUnder ERISA, a 401(k) beneficiary form legally overrides any will or trust, and divorce alone does not remove an ex ...
Making sure affairs are in order and checking in from time to time is key when it comes to protecting loved ones. Ensuring your beneficiary information is updated is one way to help your loved ones ...