Make sure waivers are clear, correct to keep financial plans intact

12/18/2013 | National Underwriter Life & Health

A poorly written waiver can derail even a clearly stated financial plan, Ed Slott writes. He looks at a court that awarded a deceased man's 401(k) funds to his estranged wife instead of his parents, ruling that the waiver she signed was ineffective because it failed to meet ERISA requirements.

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National Underwriter Life & Health

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