Greetings, I am the Executor of an estate. Immediately post death the wife send in the beneficiary form to her spouses company. The decedent had been the plans administrator and never send in his beneficiary form for two reasons 1. He had discussed with his wife he wanted some of the money to go to his mother and the wife (third wife- with a prenuptial agreement) refused to agree to allocate some of th 401K money to her husbands mother. 2) since she wouldn't sign we refused to send it in because his believed his prenuptial agreement would direct all the money to his estate.
The company is small -only two employees. when the man diet, the other employee. wss then named to Fiduciary for the business. He inaccurately signed a new distribution form and transfered the money to the wife's 401K. The Fiduciary has been made aware of this error ( which was conveniently hidden). Now what do I do to get that money to the decedents estate?