AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Loan & Distribution Specialist AimPoint Pension
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Retirement Plan Administration Questions Remain After Supreme Court DOMA Ruling (PDF)
Ascensus July 3, 2013
"How will conflicts between plan documents and state law be resolved? Consider, for example, an IRA document that requires that the law of the sponsoring financial organization's state be used when a dispute arises, and yet the IRA owner's state law definition of marriage is more expansive. Will plan administrators be required to (or be allowed to) seek proof of a legal marriage relationship for purposes of beneficiary designations, spousal consents, or availability of distribution options?"
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