Beneficiary payouts from either retirement or life insurance plans can get sticky.

A new report by the 2012 ERISA Advisory Council looked at the challenges and best practices concerning beneficiary designations, focusing on steps that plans and service providers can take to ensure the proper beneficiary receives the intended benefit payment from the plan.

The council also examined issues and concerns regarding resolution of disputes regarding beneficiary designations.

Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.

Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
  • Educational webcasts, white papers, and ebooks from industry thought leaders
  • Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.