July 08, 2017 | Daily Business Review
Avoiding Beneficiary Designation DisasterA 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
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