A retirement plan trust can be an effective component of a thoughtful estate plan for residents of West Covina and surrounding areas. This page explains how a retirement plan trust helps manage retirement accounts like IRAs and 401(k) plans, how it can coordinate with beneficiary designations, and what to consider when adding retirement assets into a trust structure. At the Law Offices of Robert P. Bergman we focus on clear, practical planning tailored to your family and financial goals, helping you preserve the value of retirement savings and streamline the transfer of those assets according to your wishes while minimizing confusion and delays for your heirs.
Many people in Los Angeles County are surprised to learn that retirement accounts require careful planning to avoid unintended tax consequences and administrative complications. A retirement plan trust can provide continuity by naming a trustee to manage distributions for beneficiaries who may not be prepared to receive large sums outright. This approach can preserve retirement benefits for intended uses like living expenses, education, or long-term care, while offering flexible distribution options. Our firm explains the interplay between beneficiary designations, trust language, and tax rules so you can make informed decisions tailored to your family and retirement goals in West Covina and throughout California.
Establishing a retirement plan trust can be a practical method to protect and manage retirement assets after your passing. The trust can control timing and amount of distributions, help reduce disputes among beneficiaries, and provide a structure that better aligns retirement funds with your long-term intentions. For families with minor children, vulnerable beneficiaries, or blended family situations, a trust offers safeguards and clarity. Additionally, when combined with careful beneficiary designations and coordinating documents like a pour-over will, a retirement plan trust can support a smoother transition and reduce administrative burdens on surviving family members while addressing tax considerations that affect inheritances.
The Law Offices of Robert P. Bergman serves clients across California, providing attentive estate planning services with a focus on practical solutions for retirement accounts and trust administration. Our team works directly with each client to evaluate retirement assets like IRAs, 401(k)s, and pension plans and to design a trust structure that reflects client priorities. We emphasize clear communication, responsive service, and careful document drafting so families in West Covina and throughout Los Angeles County understand their options. We also coordinate with financial and tax advisors when appropriate to ensure that retirement planning decisions fit within a broader financial strategy.
A retirement plan trust is a trust document designed to receive distributions from retirement accounts on behalf of beneficiaries. It can be drafted to meet the specific rules that govern retirement plan assets and to preserve tax advantages where possible. With a retirement plan trust, the plan owner can set rules for how and when beneficiaries receive funds, protect assets from potential misuse, and avoid direct transfers that could produce unintended outcomes. Drafting a trust for retirement assets requires attention to plan sponsor rules, account terms, and applicable tax regulations to ensure the trust is a permissible and effective beneficiary.
When considering a retirement plan trust, you must factor in timing, distribution options, and the trustee’s duties. A trust can be structured to provide life income, discretionary distributions, or fixed payments to beneficiaries, depending on your goals. It is also important to review beneficiary designations on the retirement accounts themselves to ensure they align with the trust language. For many clients, integrating the retirement plan trust into a comprehensive estate plan, along with a pour-over will and supporting documents like a certification of trust, yields clearer administration and reduces the possibility of costly delays for heirs.
A retirement plan trust is a legal arrangement established to receive retirement account proceeds and manage distribution according to the plan owner’s instructions. Its purpose is to govern how retirement funds are used following the owner’s death, potentially extending controlled payments over time instead of a one-time lump sum. A properly drafted retirement plan trust can provide protection for vulnerable beneficiaries, ensure funds are used for their intended purposes, and integrate with an overall estate plan to promote smoother administration. Drafting decisions should reflect both personal goals and the regulatory landscape that applies to retirement accounts.
Creating a retirement plan trust involves several core elements, including identifying the retirement accounts to be included, naming a trustee and successor trustees, and deciding on distribution provisions for beneficiaries. The process typically starts with a planning meeting to clarify objectives, followed by precise drafting to meet the requirements of retirement plan administrators and tax rules. It is also important to update beneficiary designations and to provide a certification of trust or other documentation to plan custodians. Ongoing review ensures the trust remains aligned with changing circumstances such as new family members, changes in account balances, or updates in tax law.
Understanding common terms can help you make informed decisions about a retirement plan trust. This glossary explains the most relevant phrases and concepts involved in planning for retirement assets so you can communicate effectively with trustees, plan administrators, and advisors. Clear definitions also help prevent misunderstandings that can complicate administration or lead to unintended tax consequences. Reviewing these terms before making decisions can empower you to choose provisions that best suit your family’s needs and the retirement plan rules that will apply.
A beneficiary designation is the instruction on a retirement account that names who will receive the account’s assets upon the account owner’s death. This designation is often the primary mechanism by which retirement accounts pass outside of probate. It is important that beneficiary designations match the estate plan and any trust language. In cases where a trust is named as beneficiary, plan custodians may require trust documentation or a certification of trust to process distributions. Periodic review of designations ensures they remain current after life events such as marriage, divorce, births, or deaths.
Trustee responsibilities include managing trust assets responsibly, making distributions according to the trust terms, and keeping accurate records. When a trust receives retirement plan assets, the trustee must also understand distribution timing rules and any tax implications. Trustees act in a fiduciary capacity and should communicate with beneficiaries about the trust’s purpose and distribution policy. Selecting a trustee who will follow the trust’s directions and maintain clear accounting helps reduce family disagreements and ensures that retirement funds are administered in harmony with the plan owner’s intentions.
Required minimum distributions refer to mandatory withdrawals from certain retirement accounts after the account owner reaches specified ages or upon the owner’s death, depending on account type and current law. Historically, stretch rules allowed beneficiaries to take distributions over their lifetime, but recent legislative changes have altered those opportunities. A retirement plan trust must be drafted to accommodate current distribution rules and to specify whether beneficiaries should receive life stretching or accelerated distributions. Understanding these mechanics is essential to preserve tax deferral where feasible and to align distributions with your goals.
A certification of trust is a summary document that provides third parties, such as bank or retirement plan custodians, with verification that a trust exists and who has authority to act on behalf of the trust. It allows custodians to process beneficiary designations or account changes without requiring production of the entire trust document. Providing a certification of trust can simplify administration and protect confidential provisions while enabling institutions to confirm trustee authority. Preparing this document carefully helps ensure smooth processing when a trust is named as beneficiary of a retirement plan.
When planning for retirement accounts, you can choose several options including leaving accounts to named individuals, creating a retirement plan trust, or using a pour-over will to funnel assets into a trust. Each option has advantages and limitations related to taxes, control, and administrative complexity. Direct beneficiary designations are simple but may lack protections for vulnerable heirs. A trust can add oversight and tailored distribution rules but requires careful drafting and coordination with account custodians. A pour-over will can catch assets not otherwise titled into the trust, but it may expose assets to probate. Evaluating these choices in light of family needs clarifies the best path forward.
A limited approach, relying primarily on updated beneficiary designations, may serve families whose beneficiaries are financially secure and aligned with the account owner’s wishes. When heirs are capable and there are no concerns about misuse or creditor claims, keeping retirement accounts payable directly to beneficiaries can be efficient. This approach reduces legal complexity and administrative tasks after death. It still requires periodic review of beneficiary forms to reflect life changes and to ensure the designations do not conflict with other elements of the estate plan. Simplicity can be an appropriate choice when protection and controlled distributions are not needed.
For individuals with smaller retirement account balances or relatively straightforward family situations, avoiding a trust may be reasonable. The administrative burden and drafting costs of a trust can outweigh the potential benefits in lower-value scenarios. Direct beneficiary designations paired with a simple will and supporting documents can provide clear transfer mechanisms with minimal ongoing maintenance. Nonetheless, even simple estates benefit from periodic review to confirm alignment between beneficiary forms and overall estate objectives, and to prevent inadvertent disinheritance or administrative confusion at the time of passing.
A comprehensive retirement plan that includes a trust can be particularly valuable when beneficiaries are minors, have special needs, or may lack financial maturity. The trust structure allows an owner to set terms that control timing and purpose of distributions, which can help ensure funds are used for education, support, or medical care rather than being squandered. Additionally, a trust can provide continuity of management and designate successor trustees to step in without court involvement. These protections create safeguards that direct beneficiary designations alone cannot provide and often bring peace of mind to account owners.
Complex family situations such as blended families, second marriages, or relationships with creditors can make a trust-based approach more attractive. A retirement plan trust can preserve intended inheritances for children from prior relationships while still providing for a surviving spouse, and it can include provisions aimed at protecting assets from certain creditor claims or divorce settlement scenarios. Thoughtful drafting reduces ambiguity, helps prevent disputes, and can provide clearly defined mechanisms to implement the account owner’s wishes over time, supporting both family harmony and asset management goals.
A comprehensive approach that integrates a retirement plan trust with other estate planning documents yields several benefits. It allows you to control distribution timing, tailor protections for specific beneficiaries, and coordinate retirement assets with wills, revocable living trusts, and health care directives. This integrated plan reduces the possibility of conflicts between beneficiary designations and trust language, and it can provide clearer instructions to trustees and family members. By addressing both legal and practical issues in one cohesive plan, estate administration tends to be smoother and less stressful for surviving loved ones.
Full planning also creates opportunities to address tax considerations and to structure distributions in a way that aligns with long-term financial goals. Coordinating retirement plan trusts with other tools such as pour-over wills and certifications of trust makes administration more efficient. Reporting and documentation obligations are clarified, and trustees are given clear authority and guidance. Families in West Covina and throughout Los Angeles County who adopt a unified plan typically find that the time, care, and expense invested upfront result in fewer surprises and a more predictable outcome after an account owner’s death.
A retirement plan trust gives the account owner the ability to set conditions and timing for distributions so funds are used in line with long-term intentions. This control can designate payments for specific needs like education, health care, or phased income, rather than allowing immediate full access by beneficiaries. Such arrangements are helpful when beneficiaries may not be ready to handle large sums or when the account owner prefers to pace disbursements. Clear distribution rules reduce family disputes and help ensure that retirement savings serve their intended purpose over time while respecting current law governing retirement accounts.
When retirement accounts are coordinated with a trust and supporting documents, trustees and beneficiaries receive straightforward guidance that eases post-death administration. Clear trust provisions, coupled with a certification of trust delivered to account custodians, reduce the need for contested interpretations and court involvement. With well-drafted documents, trustees can act promptly and beneficiaries understand the intended uses of funds. This organization helps families navigate the emotional and administrative challenges that follow a death, and it can shorten timelines for distribution while minimizing potential conflicts among heirs.
Regularly review beneficiary designations on retirement accounts to ensure they match your overall estate plan and any trust provisions. Changes in family circumstances such as marriage, divorce, births, or deaths can create inconsistencies between account forms and trust language. Providing a certification of trust to account custodians when a trust is named as beneficiary can prevent delays in distribution. Maintaining up-to-date records and communicating your intentions with trusted fiduciaries reduces the chances of unintended outcomes and makes the administration process smoother when a retirement account becomes payable.
Select a trustee who will act responsibly, communicate with beneficiaries, and execute the trust provisions as written. Trustees should be willing to keep detailed records, manage distributions prudently, and seek guidance when legal or tax questions arise. Consider naming successor trustees and providing clear instructions for trustee duties to avoid confusion if a trustee becomes unable to serve. Including language that allows flexibility for changing circumstances can help trustees respond to unforeseen events while remaining true to the account owner’s intentions.
A retirement plan trust may be appropriate for those who want to maintain control over how retirement assets are distributed after death, protect beneficiaries who may not manage large sums well, or coordinate retirement accounts with a broader estate plan. People with blended families, minor children, or beneficiaries with special needs often find that a trust provides needed structure and clarity. Additionally, a retirement plan trust can reduce the likelihood of disputes and provide a framework for continued financial support, helping ensure that retirement savings are used as intended across future generations.
Another reason to consider this planning tool is to streamline administration and provide documentation required by plan custodians when a trust acts as beneficiary. A certification of trust, clear trust provisions, and up-to-date beneficiary designations reduce processing delays and make it easier for trustees to obtain required distributions. For clients in West Covina and throughout Los Angeles County, combining a retirement plan trust with complementary documents such as a pour-over will, powers of attorney, and health care directives creates a cohesive plan that addresses both immediate and long-term family needs.
This service is commonly used by individuals who want to ensure retirement assets are distributed according to specific conditions, such as staged payments for minors, continuing support for a surviving spouse with protected distributions for children, or preservation of assets for beneficiaries with special needs. It is also useful where there are creditor or divorce concerns that could affect direct inheritances, or when account owners want to coordinate retirement assets with trusts that hold other estate property. The trust helps align retirement distributions with overall family and financial objectives.
When beneficiaries are minors or likely to inherit at a young age, a retirement plan trust allows you to manage timing and purpose of distributions until beneficiaries reach specified ages or milestones. The trust can direct funds toward education, healthcare, and general maintenance while protecting assets from early depletion. By naming a responsible trustee and setting clear distribution criteria, you provide continuity of financial support and reduce the risk that funds will be misapplied. This approach helps preserve retirement assets for long-term benefit of the intended recipients.
In blended family situations, a retirement plan trust can preserve assets for children of a prior relationship while also providing for a spouse during their lifetime. The trust can delineate portions of account proceeds, set survivor protections, and avoid inadvertent disinheritance by ensuring trust terms match beneficiary designations. Careful drafting mitigates conflict and clarifies the account owner’s wishes, providing a structured path for asset transfer that respects both current and previous family relationships while reducing ambiguity for trustees and heirs.
When beneficiaries have special financial or care needs, a retirement plan trust can provide tailored distributions without jeopardizing eligibility for public benefits. The trust can specify permissible uses such as healthcare, housing, or therapy while protecting funds from being spent in ways that reduce needed benefits. Language that accounts for benefit preservation and sets appropriate disbursement patterns helps ensure long-term support. Trustees tasked with administering such trusts should be provided with clear guidance to balance beneficiary needs and preservation of resources over time.
We provide local legal assistance to residents of West Covina and nearby communities who are planning for retirement assets. Our approach is to listen to your objectives, review your retirement accounts and beneficiary forms, and recommend a trust structure that aligns with your goals. Whether the priority is protecting a spouse or children, managing distributions for vulnerable beneficiaries, or coordinating retirement accounts with a revocable living trust and a pour-over will, we guide clients through the necessary documentation and communicate with plan custodians as required to implement the plan.
Clients choose our firm for clear communication, careful drafting, and hands-on support throughout the planning process. We take time to understand family dynamics and financial goals and then design retirement plan trust provisions that reflect those priorities. Our process includes reviewing beneficiary designations, preparing supplemental documents like certifications of trust, and coordinating with financial advisors when helpful. We aim to provide a practical, understandable plan that reduces ambiguity and helps ensure retirement assets are distributed as intended.
We also support clients through changes over time by offering reviews and updates when life events occur or when laws change. Proactive maintenance of your retirement plan trust and supporting documents prevents unintended results and keeps beneficiary directions current. For families in Los Angeles County, consistent communication and timely document maintenance are key to preserving the intentions behind retirement planning. Our team is prepared to assist with both initial planning and ongoing reviews to keep your plan aligned with evolving needs.
Finally, we help simplify the administrative steps that follow a death by preparing concise certifications and guidance for trustees and plan custodians. These preparations reduce delays in processing retirement accounts and help trustees access necessary information without unnecessary complication. We emphasize practical, well-documented plans that make post-death transitions more manageable for surviving family members, allowing them to focus on recovery while trustees carry out the account owner’s wishes with clarity and purpose.
Our legal process begins with a listening session to understand your family, retirement assets, and objectives. We review account statements, beneficiary forms, and existing estate documents to identify potential gaps or conflicts. Drafting follows with tailored trust provisions and supporting documents such as a certification of trust and pour-over will if appropriate. We then assist with beneficiary updates and provide trustees with clear instructions and documentation. Finally, we offer ongoing reviews to keep the plan aligned with changing circumstances or laws, ensuring continuity and clarity for your beneficiaries.
The first step is a thorough assessment of your retirement accounts, beneficiary designations, and current estate planning documents. This review helps determine whether a retirement plan trust is appropriate and identifies any conflicting designations or gaps that require attention. We discuss your goals for distributions, potential protections for beneficiaries, and coordination with other estate planning tools. This foundational step informs prudent drafting and ensures the recommended structure supports your objectives while satisfying plan custodian requirements and legal constraints.
We collect details about all retirement accounts, including IRAs, 401(k)s, pension plans, and other assets you intend to include. Reviewing beneficiary forms helps us identify inconsistencies with your trust or will. This information-gathering phase ensures the trust will work with plan administrators and that necessary certifications or supporting documents are prepared. By establishing a complete inventory of relevant accounts, we reduce the likelihood of overlooked assets and streamline subsequent drafting and coordination.
In this phase we discuss how you want retirement funds used, who should receive them, and whether staged distributions or purpose-specific payments are appropriate. We also review trustee options, including individuals or institutional trustees, and the duties each trustee should perform. Selecting trustees and clarifying distribution goals up front helps shape the trust provisions and ensures the document reflects realistic administration expectations. Thoughtful selection and instruction reduce the risk of future disputes and make post-death administration more predictable.
Once objectives are set, we draft the retirement plan trust and any related documents, ensuring the language aligns with current retirement account rules and beneficiary designation requirements. We prepare a certification of trust or other necessary summaries that custodians may require. Our team can communicate with plan administrators to confirm documentation needs and support smooth implementation. This coordination prevents delays and ensures custodians have the information they need to accept the trust as beneficiary and to process distributions when the time comes.
Drafting includes clear distribution provisions, trustee powers, successor trustee appointments, and provisions to address tax-related distribution rules. A certification of trust is prepared to provide custodians with verification of trustee authority without disclosing private trust terms. These documents are written to avoid ambiguity and to meet practical administrative requirements. Proper preparation at this stage reduces the risk of disputes or processing delays when distributions become payable to the trust.
We assist in updating beneficiary forms to name the trust where appropriate and ensure those forms match the trust’s legal name and terms. We also advise on any supporting documentation custodians may require and help gather the necessary items. Timely updates and accurate filings are critical to ensure that retirement plan custodians process the trust as beneficiary without unnecessary hurdles. Our involvement streamlines the process and helps ensure the account owner’s intentions are recognized by institutions holding the retirement assets.
After implementation we provide guidance to trustees and beneficiaries, deliver necessary documentation to custodians, and recommend a schedule for periodic review. Life changes, account updates, and legislative shifts can affect the effectiveness of a retirement plan trust, so periodic evaluations keep the plan current. Our team remains available to make adjustments, update beneficiary forms, and address trustee questions, helping ensure that the retirement plan trust continues to serve its intended role over the long term.
We provide trustees with a clear road map of their duties, including recordkeeping, distribution protocols, and steps to communicate with beneficiaries and custodians. Practical guidance helps trustees perform their roles without unnecessary delay and reduces the risk of administrative errors. Offering ongoing support to trustees ensures that distributions follow the account owner’s intentions and that required documentation is maintained for tax and accounting purposes. This support enhances the reliability and effectiveness of the trust administration process.
Scheduling periodic reviews ensures the trust and related beneficiary designations remain aligned with your goals and current legal rules. Life events such as births, deaths, marriages, or changes in account balances may warrant updates. Legislative or regulatory changes affecting retirement accounts can also trigger revisions to distribution provisions. Regular reviews allow for timely amendments to maintain the plan’s intended effects and to adapt to evolving financial and family circumstances, preserving the plan’s relevance and effectiveness for future beneficiaries.
A retirement plan trust is a trust created to receive retirement account proceeds and manage distributions on behalf of designated beneficiaries. It allows the account owner to set conditions and timing for payments, which can protect beneficiaries who may not be prepared to receive large sums outright. When properly drafted, the trust can specify payment schedules, permissible uses of funds, and the authority of trustees to make distributions, all of which help align the distribution of retirement assets with the owner’s intentions. Deciding whether to use a retirement plan trust depends on family circumstances and planning objectives. It can be particularly beneficial if beneficiaries are minors, have limited financial capacity, or if there are blended family concerns. It also requires coordination with beneficiary designations and account custodians. Periodic review ensures the trust remains effective as laws and family situations change, and careful drafting is necessary to avoid unintended tax or administrative consequences.
Yes, a trust can often be named as the beneficiary of an IRA or 401(k), but the trust must be drafted to comply with plan and tax rules. Plan custodians typically require precise language and may request a certification of trust or other documentation to confirm trustee authority. The trust must meet certain distribution timing requirements and be set up so that beneficiaries can receive the tax-deferral benefits where possible. Because rules governing retirement accounts can be complex and have changed in recent years, it is important to design the trust with current distribution rules in mind. Working through the implications of life expectancy distributions, lump sums, and the required minimum distribution framework helps ensure the trust operates as intended and reduces the risk of adverse tax impacts for beneficiaries.
Beneficiary designations on retirement accounts generally control where the assets pass, even if a will or other documents suggest otherwise, so it is essential that beneficiary forms are consistent with any trust you intend to receive account proceeds. If a trust is named as beneficiary, the retirement account custodian will typically follow the designation and pay the trust according to its terms, subject to plan rules. To avoid conflicts or unintended results, the trust and beneficiary forms must match in name and intent. Additionally, providing custodians with a certification of trust and confirming acceptance of the trust as beneficiary helps prevent processing delays. Regularly reviewing beneficiary designations ensures they continue to reflect your estate plan and personal wishes.
A retirement plan trust itself does not automatically reduce taxes, but it can be structured to manage how tax-deferred retirement assets are distributed, which may affect the timing and amount of taxes paid by beneficiaries. Strategic distribution planning can sometimes preserve tax deferral benefits for a period, allowing beneficiaries to manage the tax impact over time rather than incurring a large immediate tax liability. Tax rules are complex and can vary based on account type and recent legislation. Coordinating trust provisions with tax and financial advisors helps ensure distribution strategies account for likely tax consequences. This collaboration supports an approach that balances income needs for beneficiaries with potential tax minimization strategies appropriate to the family’s circumstances.
Selecting a trustee is an important decision. The trustee should be someone who will follow the trust terms, keep clear records, and communicate responsibly with beneficiaries. Many people choose a trusted family member, a professional fiduciary, or a combination of individuals and corporate trustees to balance personal knowledge with administrative reliability. When naming a trustee for a retirement plan trust, consider the trustee’s ability to manage investments, understand distribution rules, and interact with financial institutions. Also designate one or more successor trustees and outline contingency provisions to ensure continuity in case a trustee cannot serve. Clear guidance in the trust document helps trustees act consistently with your intentions.
Typical documents that accompany a retirement plan trust include the trust instrument itself, a certification of trust for sharing with financial institutions, and potentially a pour-over will that captures assets not otherwise titled to the trust. Additional documents often include powers of attorney, advance health care directives, and detailed beneficiary forms for each retirement account. Providing custodians with a certification of trust simplifies processing when an account names the trust as beneficiary and helps protect confidential trust provisions. Clear, complete documentation reduces delays and facilitates smoother administration when retirement assets become payable to the trust, making it easier for trustees to access and distribute funds according to the trust terms.
Plan owners should review and possibly update their retirement plan trust whenever major life events occur, such as marriage, divorce, births, deaths, or significant changes in assets. Additionally, changes in tax law or retirement account rules can affect the trust’s effectiveness, so a scheduled periodic review every few years is prudent. Such reviews help ensure beneficiary designations and trust provisions remain aligned with current intentions and legal requirements. Keeping documents current reduces the risk of unintended results and helps maintain the trust’s intended protective and administrative functions. Regular communication with advisors and timely updates to beneficiary forms and trust certifications will make implementation smoother when beneficiaries need to access retirement funds.
A retirement plan trust can offer some protection against certain creditor claims when properly drafted, but the level of protection depends on the beneficiaries’ circumstances and applicable law. In some cases, trust provisions that restrict distributions or impose conditions can limit a beneficiary’s immediate access to funds, which may offer a measure of protection from creditors or divorce settlements, though results vary based on jurisdiction and the nature of claims. Because asset protection is a specialized area with nuanced rules, coordination with legal and financial advisors is important. Drafting strategies can be tailored to address creditor concerns to the extent permitted by law, balancing protection goals with the need to preserve tax deferral and beneficiary rights under retirement account rules.
Common pitfalls include naming a trust as beneficiary without matching beneficiary forms precisely, failing to provide required trust certifications to custodians, and drafting trust language that fails to comply with current retirement account distribution rules. These missteps can result in unintended tax consequences, processing delays, or distributions that differ from the account owner’s intentions. Avoiding these pitfalls requires careful coordination between the trust document and account beneficiary designations, clear identification of trustees, and attention to the specific requirements of each retirement plan custodian. Regular reviews and professional guidance help ensure the trust operates as intended and that beneficiaries receive distributions consistent with your objectives.
Getting started involves an initial consultation to review your retirement accounts, beneficiary designations, and overall estate plan goals. We will assess whether a retirement plan trust is suitable, discuss distribution preferences and trustee selection, and outline the documentation needed. This initial review forms the basis for drafting tailored trust provisions and coordinating with account custodians. After agreeing on objectives, we prepare the trust and supporting documents such as a certification of trust and updated beneficiary forms. We also assist with communication to trustees and custodians and schedule future reviews to keep the plan current. Taking these steps early helps ensure retirement assets are managed and distributed according to your intentions.
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