DPS Retirement Plan Consultant EPIC Retirement Plan Services |
Carpenter Morse Group |
Bates & Company |
Retirement Plan Legal Specialist Pentegra |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
Nova 401(k) Associates |
Trucker Huss, A Professional Corporation |
Central Pension Fund of the IUOE |
United 401(k) Plans, Inc. |
Central Pension Fund of the IUOE |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Prime Pensions, Inc. |
Nicholas Pension Consultants |
Benefit Associates, Inc. |
Compass Retirement Consulting Group, Inc. |
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Matrimonial Attorneys Should Follow the Bouncing Ball of Beneficiary Designations (PDF) Andrew L. Oringer and Albert Feuer, via Tax Management Compensation Planning Journal ![]() Mar. 10, 2015 10 pages. "The point of this article ... is to identify ... the risks and potentially disastrous consequences of a failure to attend to beneficiary designations ... The issues here are exacerbated by the fact that, by the time [they] become apparent, the participant is generally, by hypothesis, deceased and therefore not present or otherwise able to correct the situation....This Article will review the Court's approach in [Kennedy v. DuPont Sav. and Inv. Plan], consider the potential reach and breadth of the issue and discuss the approach taken in various post-Kennedy cases.... [S]imple but critical steps relating to identifying the intent of the parties and conforming the applicable beneficiary designations to that intent will be identified." |
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