Thought leadership with plan fiduciary education in mind
FAQ: Employee Plans Compliance Resolution System (EPCRS)
FAQ: Roth 401(k)
Issues for plan sponsors to consider when it comes to beneficiary designations are very broad. There is no "one-size fits all" answer when designing a retirement plan to deal with beneficiary designations. The right approach for your plan will be based on a number of facts and circumstances. Listed below are just a few of the issues plan sponsors should consider when administering beneficiary designations.
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