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February 2015 401K Beneficiary DesignationDear Participant: When was the last time that you reviewed and updated the beneficiary designation for your retirement plan assets? Now may be a good time

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What is 401k beneficiary designation?

401k beneficiary designation is the process of naming an individual or individuals who will receive the assets in your 401k account upon your death.

Who is required to file 401k beneficiary designation?

All participants in a 401k plan are required to file a beneficiary designation form.

How to fill out 401k beneficiary designation?

You can fill out the beneficiary designation form provided by your 401k plan administrator, typically by providing the name, relationship, and percentage allocation of each beneficiary.

What is the purpose of 401k beneficiary designation?

The purpose of 401k beneficiary designation is to ensure that your 401k assets are distributed according to your wishes in the event of your death.

What information must be reported on 401k beneficiary designation?

On a 401k beneficiary designation form, you must report the full name, relationship to you, and percentage allocation of each beneficiary.

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