such as the beneficiary designation form and the plan's terms and conditions. “When the primary 401(k) holder passes away, the beneficiary should contact the plan administrator to begin ...

One of the most tangible ways to create a lasting, meaningful impact on your community is through a charitable bequest. While ...

Sometimes individuals fill out their beneficiary designation forms incorrectly ... Naming a beneficiary is part of an overall estate plan. Just as life changes, so should your estate plan.

Most consumers are familiar with the beneficiary designation form they complete when opening ... According to Raleigh, N.C., estate planning attorney Chris Morden, following these “best ...