Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Determining the Death Beneficiary, and Beneficiary Rights, Under an ERISA Plan
Law Offices of Albert Feuer, via SSRN Aug. 26, 2013 "The article suggests plan policies and provisions to minimize ambiguous beneficiary designations while fulfilling the participant's intentions, such as the use of plan beneficiary designation template that clearly describes the consequences of one or more beneficiaries predeceasing the participant and limit beneficiary choices. This article also discusses how Federal common-law rather than state common-law determines how the doctrines of fraud, undue influence, substantial compliance, and the capacity to make designations apply to determining the effectiveness of beneficiary designations." |
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