Tag: Spousal Consent

Spousal Consent or Who Owns your Retirement Plan?

Spousal Consent - Patti Spencer

In general, property law is state law. There are a few exceptions and one of them is Spousal Consent to change a beneficiary on qualified plans. Many employees are surprised to find out that they must name their spouse as primary beneficiary of their retirement benefits unless the spouse consents to their naming another beneficiary.… Read More