ERISA Services, Inc.
Plumbers Local Union No. 1 Benefit Funds
Nicholas Pension Consultants
EPIC Retirement Plan Services
Kentucky Trust Company
Retirement Plan Consultants
Hochheiser Deutsch & Co, Inc.
Loren D. Stark Company
RTD Financial Advisors
Retirement Industry Trust Association (RITA)
Pension Rights Center
Farmer & Betts, Inc.
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|Unnamed Contingent Beneficiaries: Children or Estate|
BenefitsLink Message Boards
May 11, 2021
"Owner does not want to complete beneficiary form because his spouse is his primary beneficiary and he has completed an estate plan in which his children are contingent for all accounts. Am I correct that a plan-specific form needs to be completed so that the children would be considered contingent, and that otherwise, should spouse predecease or the owner & spouse die simultaneously, the plan's benefits will go to the estate rather than to the children?"
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