Tag Archives: Death Benefits

Avoiding Beneficiary Befuddlement

Retirement plans are complicated creatures to administer so it perhaps is not surprising that the process of determining the beneficiary of a deceased participant can present its own set of challenges and, if things go awry, expose a plan to […]

Posted in Legal Updates, Plan Administration and Compliance, Qualified Plans, Tax-qualified Retirement Plans | Tagged , , , | Leave a comment

“Slayer Statute” Options for Plan Administrators

One of the sadder tasks encountered by a plan administrator is sorting out who is the appropriate recipient of benefits when a participant has been murdered by the intended beneficiary of such benefits.  Over time, we have advised many plan […]

Posted in Fiduciary Issues, Plan Administration and Compliance, Tax-qualified Retirement Plans, Welfare Plans | Tagged , , , , , | Leave a comment