Commentary By Michael B Schwartz

Commentary By Michael B Schwartz

July 08, 2017 | Daily Business Review

Avoiding Beneficiary Designation Disaster

A May 2017 decision of the Federal Court for the Middle District of Florida should provide an impetus for employers with employer-sponsored retirement plans to reevaluate their beneficiary designation forms and for their employees to reexamine such forms to ensure compliance with their employer's requirements.

By Commentary by Michael B. Schwartz

9 minute read