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Natalie Choate Discusses 401(k) Beneficiaries in MarketWatch

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07.31.2017

Natalie Choate, a member of Nutter’s Private Client Department, commented on the beneficiaries of a couple’s 401(k) plans in the event that both parties were to pass away at the same time in MarketWatch. In the article, “Who are the beneficiaries of a 401(k) if my wife and I die at the same time?”, Natalie analyzed the procedures in this complicated situation. According to Natalie, there are two questions here: who gets your death benefits and what options will the beneficiary have for payout of those benefits?

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