Topic Archive: Same Gender Marriage

Spouse or Not a Spouse? That is the Question...of the Week

DWC | 06/4/19

Facts

Our company has sponsored a 401(k) plan for a while and although it’s not new to us that certain situations - from beneficiary designations to annual nondiscrimination testing - might require us to provide information about spousal relationships, we are seeing that different types of relationships, and statuses, are becoming more commonplace.

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No Beneficiary Form: Now What?

DWC | 08/28/18

Facts

A participant in our 401(k) plan recently passed away.  His daughter is the executor of his estate and has asked about the process for getting his plan account paid out.  We’ve gone through all our files and cannot locate a beneficiary designation form for the deceased participant.

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