If a designated beneficiary is subject to the life expectancy ... date—except that the five years is increased to 10 years. No Form 5329 and No Further Action Required for Automatic Waivers ...

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

The primary beneficiaries are those explicitly named in the retirement plan’s beneficiary designation form. This document ...

You can also contact HR Operations to send the form electronically. Note that any designation of beneficiary is subject to review and approval by our insurer in the event of a claim.

Many assets pass by beneficiary designation — which is the ability to fill out a form with the financial company holding the asset and name who will inherit the asset upon your death.

So, it doesn’t affect you. You still have RMDs, your stretch IRA, that extended payout, if you were a designated beneficiary, meaning named on the beneficiary form. However, if you inherited in ...

Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset if the account owner dies. Yet ...

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 ...

Designating Boston College as a beneficiary of a retirement plan or life insurance policy is one of the easiest ways to support BC. Naming Boston College as a full, partial, or contingent beneficiary ...