Lisa Boehm

Verrill

+ Follow Contact

Latest Posts › Estate Planning

Share:

Plan Sponsors: How much thought have you given to your defined contribution retirement plan’s default beneficiary hierarchy?

Despite efforts by plan sponsors and third-party administrators/plan recordkeepers to communicate to defined contribution retirement plan participants the importance of designating a beneficiary to receive any remaining...more

6/5/2025 / Beneficiaries , Defined Contribution Plans , Employee Benefits , Estate Planning , Fiduciary Duty , Policies and Procedures , Retirement Plan , Risk Management , Third-Party

1 Results

View per page

Page: of 1

Lisa Boehm

Verrill

Popular Topics by This Author

Latest Posts › Estate Planning

Plan Sponsors: How much thought have you given to your defined contribution retirement plan’s default beneficiary hierarchy?

"My best business intelligence, in one easy email…"