ERISA (The Employee Retirement Income Security Act of 1974 ) sets forth specific requirements that must be followed when determining who will receive your retirement benefits upon your death. Numerous issues can arise in connection with the task of designating a beneficiary of an IRA or qualified retirement plan. Plan Sponsors, third party administrators, accountants and estate planners regularly recommend Meredith Sesser to assure proper beneficiaries are determined and receive their fair share under a plan. She is knowledgeable at resolving disputes regarding payments of benefits to beneficiaries, especially when there is no beneficiary form on file.
