Nicholas Pension Consultants
Nova 401(k) Associates
Compensation Strategies Group, Ltd.
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|Beneficiary If No Form On File -- Biological Child vs. Several Stepchildren|
BenefitsLink Message Boards
Oct. 28, 2021
"Just took over a case where they didn't have any beneficiary forms on file. A participant recently passed away. He has an ex-wife, whom he divorced before the plan ever started (so I don't believe she's a factor here). He has one biological child and several step-children. Would his entire balance go to the biological child?"
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