When was the last time you checked your retirement or supplemental retirement account(s) to verify listed beneficiary(ies) and personal information are up to date? Designating beneficiaries is an important and personal decision and keeping them updated as life changes is key to securing your intent. Keeping your beneficiaries updated will help clear the haze on your intent and help you feel confident that your loved ones will receive the assets you intend for them to have.
Updating beneficiary information on your retirement accounts only takes a few minutes and can be completed by simply logging into your online retirement account. Take time to periodically review and update your personal information as well as your beneficiary(ies) named on your plan, if applicable.
Don’t delay! Clear the haze by acting now and confirm your retirement accounts are up to date. Stay in control of your account(s) and make your wishes clear.