Randy Watson Posted January 12, 2010 Posted January 12, 2010 Plan states that if participant dies with no spouse then distribution will be made to participant's children, per stirpes. What specifically should a plan fiduciary do to identify the participant's children? Participant's personnel files are of no help.
david rigby Posted January 13, 2010 Posted January 13, 2010 There may be some prior discussions on this topic. Does this one help? http://benefitslink.com/boards/index.php?showtopic=42456 I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
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