ERISA Services, Inc.
Atlantic Pension Services Inc
The Retirement Plan Company (TRPC)/an ABG firm
Creative Pension Consultants, Inc.
Compensation Strategies Group, Ltd.
Nova 401(k) Associates
Nicholas Pension Consultants
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|Deceased Participant's Beneficiary Might Be Under a Conservatorship|
BenefitsLink Message Boards
Oct. 1, 2021
"Plan participant passed away a few weeks ago. Wife, listed as sole beneficiary, has reached out to find out what do to. We let her know. Today, we received a 'concerned phone call' stating that the wife was a conservatee with her husband as conservator. Does anyone see any liability or issue in proceeding with the distribution as usual (assuming that the wife has all the usual documents in order)?"
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