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When a Retirement Plan Has the Beneficiary Blues
Findley Link to more items from this source
Mar. 13, 2019

"Where it is unclear on the face of all the plan documentation who the proper beneficiary is, you ... can take into account whether there is employer information outside of plan records, such as a life insurance beneficiary form, that provides you with confidence that your interpretation of a fuzzy beneficiary designation form is appropriate. You may also want to consider whether the relative size of the benefit means that imposing your interpretation of an unclear form is a low risk proposition and the costs of obtaining a declaratory judgment are disproportionately high, or vice versa."

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