Tag Archives: retirement benefits

The Importance of Beneficiary Designations

By | December 10, 2010

When was the last time your reviewed the beneficiary designation form from your retirement plan, IRA, life insurance policies or annuities?  If your answer is typical, you don’t remember. A recent U.S. Supreme Court decision should motivate some people to move this overlooked step higher on their priority list.  This particular ruling involved a 401(k) plan, but it… Read More »