Featured Jobs
|
DWC (The 401k Experts)
|
|
3(16) Plan Customer Liaison, Enrollments Compass
|
|
PPS Pension Services
|
|
LucidHealth
|
|
Compass
|
|
401k Generation
|
|
Health Benefits Actuarial Consultant BPAS
|
|
Senior Retirement Plan Administrator Daybright Financial
|
|
July Business Services
|
|
Benesch Friedlander Coplan & Aronoff
|
|
Participant Services Representative West Coast BPAS
|
|
July Business Services
|
|
The Pension Design Group
|
|
ERISA Services Inc.
|
|
Senior 401k Plan Administrator FMI Retirement Services
|
|
Hilldrup.com
|
Free Publications
|
|
Reasons to Name a Trust as IRA Beneficiary
Slott Report 
Oct. 15, 2025 "[A] trust should not be named as beneficiary of an IRA unless there is a legitimate reason to do so.... [1] Minor as Beneficiary.... [2] IRA beneficiary is someone who may need help with managing the IRA funds and taking required distributions, even if the beneficiary is an adult.... [3] Creditor protection.... [4] Control.... [5] Second marriages." MORE >> |
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |