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What Do a Newly Married Employee, a Long-Term Employee, and a Change of 401(k) Recordkeepers Have in Common?
Dickinson WrightLink to more items from this source
Oct. 4, 2021

"A recent [district court case] is a reminder that retirement plan beneficiary forms need to be reviewed and possibly updated after a marriage. In addition, these forms may no longer reflect the participant's wishes over time or may need to be re-executed if the plan sponsor changes the plan's recordkeeper." [Moore v. NCR Corp. Plan Admin. Comm., No. 20-4140 (N.D. Ga. Aug. 30, 2021)]

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