Help - Search - Members - Calendar
Full Version: minor beneficiary
BenefitsLink Message Boards > Retirement Plans > 401(k) Plans
k man
do you think it is appropriate to required the parent/guardian of a minor beneficiary to open an UGMA account in order to receive the distribution from a401(k)? the plan allows for this but it also says you can just make the check payable tot he minor?
Bud
If it doesn't cause any harm to the minor, I think it's ok.
jsb
If the plan permits options, how can you arbitrarily "require" one over the other? What if the guardian objects?
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2012 Invision Power Services, Inc.