A retirement plan trust can be a powerful tool for preserving retirement assets and ensuring they are distributed according to your wishes while minimizing probate exposure and tax friction. This page explains what a retirement plan trust is, how it interacts with IRAs and employer plans, and why it may matter for individuals and families in Monte Rio and Sonoma County. We describe practical steps for funding, beneficiary designation alignment, and how a trust can help manage payouts, provide creditor protection in limited circumstances, and coordinate with other estate planning documents maintained by the Law Offices of Robert P. Bergman.
When planning for retirement asset distribution, clarity and coordination are essential to avoid unintended tax consequences or delays for beneficiaries. A properly drafted retirement plan trust works with your existing estate plan documents such as a revocable living trust, pour-over will, and powers of attorney to provide a seamless transfer of retirement benefits. This page summarizes key considerations for Monte Rio residents, including trustee responsibilities, required minimum distribution rules, and options for protecting heirs while honoring plan terms. We also outline steps our firm takes when helping clients integrate a retirement plan trust into their overall estate plan.
A retirement plan trust can protect retirement assets, provide clear instructions for distribution, and help control how and when beneficiaries receive funds. For many families, these trusts prevent direct lump-sum distributions to young or vulnerable heirs by establishing payout schedules and protective terms. They can also address competing interests among beneficiaries, coordinate with beneficiary designations on employer plans and IRAs, and reduce the risk of assets entering probate. Properly structured, a trust may help manage tax timing and preserve benefits for intended recipients while aligning with broader estate planning goals established by the Law Offices of Robert P. Bergman.
The Law Offices of Robert P. Bergman has long assisted California residents with estate planning matters including retirement plan trusts, wills, powers of attorney, and related documents. Our overall approach focuses on understanding each client’s unique family dynamics, financial goals, and retirement accounts to craft plans that align with those priorities. We draw on years of practice in estate and trust matters to help clients design trust provisions that work with beneficiary designations, plan rules, and tax considerations, while offering clear guidance throughout funding and administration steps.
A retirement plan trust is a trust created to receive retirement assets such as IRAs, 401(k)s, and other retirement plan proceeds, functioning as the designated beneficiary of those accounts. It can provide instructions for how retirement funds are paid out, set distributee protections, and manage timing to address tax and family considerations. The trust must be drafted with attention to plan rules and required minimum distribution regulations so that retirement plan administrators can treat it appropriately. Proper coordination with your revocable living trust and beneficiary designations is essential to ensure the trust achieves your objectives without unintended tax or administrative complications.
Implementation of a retirement plan trust involves drafting clear trust provisions, naming the trust as beneficiary on account paperwork, and ensuring the trust terms meet plan and tax code requirements. It is important to consider the age and needs of beneficiaries, potential creditor issues, and how required minimum distributions will be handled. The trust’s provisions should describe who serves as trustee, how distributions will be made, and any required notices or reporting. Working through these details in advance reduces uncertainty and creates a smoother transition when retirement plan assets are distributed to heirs.
A retirement plan trust is a legal arrangement created to receive retirement account assets and direct their distribution according to the trust’s terms. When named as beneficiary of an IRA or qualified plan, the trust becomes the recipient of account proceeds upon the owner’s death. It can control distribution timing, provide spendthrift protections where permitted, and require that funds be paid to beneficiaries over time rather than as a lump sum. Drafting must reflect plan rules, and trustees must manage required distributions to meet tax obligations. Proper drafting and coordination help preserve value for intended beneficiaries and accomplish estate planning goals.
Key elements include naming a trustee and successor trustees, specifying distribution standards and timing, and coordinating beneficiary designations with plan administrators. Critical drafting decisions involve whether to allow discretionary distributions, how to handle required minimum distributions, and whether to include conversion or accumulation options. The process commonly includes reviewing retirement account documents, preparing trust language tailored to the account type, updating beneficiary designations, and informing trustees and successor trustees about their roles. Funding issues are mainly administrative, involving beneficiary designation forms rather than transferring assets into the trust during the owner’s lifetime.
Understanding retirement plan trust terminology helps account owners and beneficiaries navigate the planning and distribution process. Common terms include beneficiary designation, required minimum distribution, trust beneficiary, trustee duties, spendthrift provision, and conduit versus accumulation trust approaches. Knowing how each term affects taxes, timing, and control can guide your drafting choices and coordination with retirement plan administrators. This glossary provides practical definitions and context to support informed decisions about drafting and funding a retirement plan trust as part of your broader estate plan.
A beneficiary designation is the account-holder’s instruction to a retirement plan or IRA that directs where the account assets go when the owner dies. This designation overrides a will for that specific account, so it is essential to keep beneficiary forms current and aligned with any trust provisions. Naming a trust as beneficiary requires careful drafting so the plan administrator can determine who qualifies as a beneficiary and how distributions should be handled. Periodically reviewing and updating designations avoids accidental disinheritance or conflicts among intended heirs.
A trustee is the person or entity charged with administering the trust according to its terms and in beneficiaries’ best interests. Trustee duties include managing distributions, maintaining records, communicating with retirement plan administrators, and following tax rules for required distributions. Selecting an appropriate trustee involves considering reliability, organizational ability, and familiarity with financial matters. Successor trustees should be named to ensure continuity. Clear trust language about trustee powers and limitations helps avoid disputes and ensures that retirement assets are distributed as intended.
Required minimum distribution rules dictate minimum amounts that must be withdrawn from certain retirement accounts each year, beginning at specified ages under tax law. When a trust is named beneficiary, the trust terms can affect how RMDs are calculated and taken, which in turn affects beneficiaries’ tax liabilities. Drafting a trust to work with RMD rules is complex and must account for factors such as the age of designated beneficiaries and whether the trust qualifies as a conduit or accumulation trust. Proper planning helps avoid accelerated tax consequences and preserves assets for heirs.
A conduit trust requires required minimum distributions to flow directly to the trust’s beneficiaries, typically preserving the beneficiary’s ability to use the distributions while meeting tax rules. An accumulation trust allows the trustee to retain distributions in trust for future use, which can offer additional protection but may change tax timing and rules. Choosing between these approaches depends on goals for control, creditor protection, and tax planning. Clear drafting ensures the trust qualifies for intended tax treatment and aligns with retirement plan document requirements.
When deciding whether to name a trust or individual beneficiaries for retirement accounts, weigh control, protection, and tax consequences. Naming individuals often results in simpler administration and faster distribution but provides less control over how funds are used. Naming a trust can provide protections for minors or beneficiaries with special needs and allow staged distributions, but it requires careful drafting to comply with plan rules and tax requirements. Coordination with a revocable living trust, pour-over will, and other estate documents ensures retirement plan assets are integrated into an overall plan that meets financial and family objectives.
For individuals with straightforward family arrangements and beneficiaries who are financially responsible adults, naming those individuals directly on retirement accounts can be a practical option. Direct designations avoid added administrative complexity and allow beneficiaries to control inherited retirement assets promptly, which can be important for access to funds. This approach is often appropriate when there are no concerns about minor heirs, creditor claims, or beneficiaries who may need protections. Still, reviewing beneficiary forms regularly and ensuring they match your overall estate plan reduces the risk of unintended outcomes.
When potential tax timing consequences are minimal and there is little risk that beneficiaries will face creditor claims or misuse distributions, a limited approach of naming individuals as beneficiaries may suffice. This setup simplifies the process and allows beneficiaries to manage inherited retirement assets directly according to their needs. However, account owners should still consider whether their broader estate planning documents, such as a revocable living trust or pour-over will, require updates to reflect account designations and ensure that overall estate objectives remain consistent.
A retirement plan trust can provide structured distributions for minor children, beneficiaries with disabilities, or recipients who may not be prepared to manage a large inheritance. By setting distribution terms and naming a prudent trustee, the account owner can ensure that funds are used for care, education, housing, or other needs without handing a lump sum directly to a beneficiary who may face financial or legal risks. Drafting these protections carefully helps balance immediate needs against long-term preservation of retirement assets for intended purposes.
When tax planning and preserving retirement assets across generations are priorities, a retirement plan trust allows accounting for required minimum distribution rules and the timing of beneficiary income. Trust provisions can be tailored to defer or stagger distributions in a manner that helps manage tax impact for beneficiaries while aligning with other estate plan elements like revocable trusts or pour-over wills. This careful coordination reduces the likelihood of unintended tax acceleration and supports long-term financial objectives for the family.
A comprehensive retirement plan trust offers control over distribution timing, potential protection for beneficiaries, and alignment with broader estate planning instruments. It can help ensure that retirement assets are used as intended, protect vulnerable heirs, and create a clear framework for trustees and beneficiaries. When integrated with other documents like a revocable living trust, pour-over will, and powers of attorney, it becomes part of a cohesive plan that addresses administration and tax concerns. Careful drafting also helps trustees comply with RMD rules and plan administrator requirements.
In addition to distribution control, a comprehensive approach can reduce family disputes by providing written instructions and a named decision-maker to carry them out. It can also permit bespoke provisions for retiring business owners or those with complex assets, ensuring retirement plan proceeds are handled in a way that considers creditors, divorce, and potential beneficiary needs. Proper coordination and communication about the trust’s role help beneficiaries understand expectations and the rationale behind the chosen distribution structure.
A retirement plan trust can incorporate protective measures that limit beneficiaries’ direct control over funds, reducing exposure to creditors, divorce claims, or poor spending decisions in appropriate circumstances. These measures might include discretionary distributions by a trustee or staged payments tied to milestones. While not all protections fit every situation, a thoughtfully drafted trust provides options for safeguarding retirement assets and preserving value for long-term family needs. Clear instructions and trustee authority help ensure distributions support the beneficiary’s welfare without compromising the integrity of the estate plan.
A retirement plan trust can be drafted to work with required minimum distribution rules and tax considerations so that beneficiaries do not face unnecessary tax acceleration. Thoughtful provisions address how distributions will be taken, whether funds are to be paid through the trust or passed through to beneficiaries, and how to minimize tax consequences over time. Proper planning helps align retirement proceeds with estate goals, enabling smoother administration and preserving more value for heirs under the rules that govern inherited retirement accounts.
Keeping beneficiary designations current is one of the most important steps you can take to ensure your retirement assets pass according to your wishes. Life events such as marriage, divorce, births, or deaths often trigger the need for updates. Periodically review account paperwork with your trustee and estate planning documents to confirm consistency, avoiding conflicts between beneficiary forms and trust provisions. Proactive review reduces the chance that assets will pass to unintended recipients and helps streamline administration when distributions are required by retirement plan administrators.
Selecting a trustee requires balancing reliability, financial judgment, and willingness to serve in an ongoing administrative role. Successor trustees should be named in case the initial trustee cannot serve, ensuring continuity. Trustees should understand required minimum distributions, tax reporting obligations, and how to communicate with beneficiaries. Providing a successor trustee structure and clear instructions in the trust document reduces the likelihood of disputes and interruptions in distribution, helping retirement assets be managed in a way that honors the account owner’s intentions while protecting beneficiaries.
Consider a retirement plan trust if you want to control how retirement assets are distributed after your death, protect beneficiaries who may be minors or face financial risks, or coordinate tax-efficient distributions across generations. These trusts can be an effective part of a larger estate plan that includes a revocable living trust, pour-over will, powers of attorney, and advance health care directive. Reviewing your family situation, financial goals, and retirement account types helps determine whether a trust-based approach will achieve your objectives while minimizing administrative and tax complications.
You might also consider a retirement plan trust when beneficiary designations alone could lead to unintended results, when blended families require tailored distribution terms, or when you want to provide ongoing support for beneficiaries with special needs, without jeopardizing benefits. A thoughtfully drafted trust can balance protection and flexibility and help coordinate interactions with plan administrators. Communicating your plan to family and trustees prevents surprises and ensures transitions are managed with clarity, dignity, and attention to both legal and financial considerations.
Retirement plan trusts are commonly considered when beneficiaries are minors, when heirs have special needs or limited financial capacity, when there are concerns about creditor claims or divorce, or when an account owner wants staged distributions over time. They are also helpful for blended families where the account owner seeks to balance interests among current and former spouses, children from different relationships, and other beneficiaries. By setting clear distribution standards and naming trustees, these trusts provide structure and continuity that simple beneficiary designations cannot always achieve.
When minor children are named as beneficiaries, a retirement plan trust can provide a mechanism for managing funds until the children reach specified ages or milestones. This avoids placing significant financial control in the hands of a young person and ensures funds are used for education, health, and maintenance as intended. Trust provisions can define distribution triggers, require trustee oversight, and provide for successor management, giving parents confidence that retirement assets will support children’s needs responsibly and over time rather than being consumed quickly after receipt.
For beneficiaries who receive government benefits or who have limited ability to manage finances, a retirement plan trust offers a way to provide for their needs without disqualifying them from benefits or exposing funds to mismanagement. Properly drafted trust provisions can be designed to supplement public benefits while respecting program rules, and trustees can be instructed to prioritize essential expenditures. This approach requires careful coordination with benefit regulations and detailed drafting to ensure the intended protection does not inadvertently reduce support from other sources.
In blended families or when business or other complex assets are involved, a retirement plan trust can help balance competing interests, preserve assets for designated heirs, and align distributions with broader succession plans. Trust provisions can be tailored to ensure certain beneficiaries receive income while others receive different assets, helping avoid conflict and uncertainty. Integrating the retirement plan trust into the full estate plan streamlines management, clarifies intent, and supports long-term goals for maintaining family wealth and providing for legacy desires.
The Law Offices of Robert P. Bergman serves clients in Monte Rio, Sonoma County, and throughout California with retirement plan trust and estate planning needs. We assist with drafting trust provisions, coordinating beneficiary designations, and explaining how retirement accounts interact with other estate documents such as revocable living trusts and pour-over wills. Our approach emphasizes clear communication, practical solutions, and careful coordination with plan administrators to ensure your retirement assets pass according to your intentions and in a manner that reduces administrative friction for your loved ones.
Clients choose the Law Offices of Robert P. Bergman for thoughtful retirement planning because we prioritize personalized solutions and clarity at every step. We take time to understand family dynamics, retirement account types, and long-term objectives so that trust language and beneficiary designations work together. Our work includes drafting trusts, reviewing account forms, and advising on RMD and tax implications to ensure a cohesive plan. We focus on making complex rules understandable and actionable for Monte Rio residents who want to protect retirement assets for future generations.
Working with our firm means receiving practical guidance on trustee selection, trust administration responsibilities, and document coordination. We assist in creating provisions that address payout timing, creditor concerns, and beneficiary protections while ensuring compliance with plan rules. This reduces the potential for disputes, simplifies administration, and helps preserve the value of retirement assets. Our attorneys also guide clients through funding steps and beneficiary form updates so the trust functions as intended when plan distributions are required.
We also emphasize clear communication with trustees and beneficiaries to ease transitions when retirement assets are distributed. Providing detailed instructions, educating trustees about required minimum distributions, and aligning the trust with other estate documents helps reduce confusion during an already difficult time. Our practice aims to deliver durable, well-coordinated plans that reflect client goals, family needs, and applicable legal requirements for retirement plan administration in California and beyond.
Our process begins with a comprehensive review of your retirement accounts, beneficiary designations, and existing estate planning documents. We then discuss your goals for distribution, protection for beneficiaries, and tax considerations. From there we draft tailored trust provisions, recommend trustee and successor trustee options, and prepare or update beneficiary forms. Finally, we review the completed documents with you and provide guidance for funding and communicating with trustees. This step-by-step process helps ensure the retirement plan trust is practical, legally aligned, and integrated with your broader estate plan.
During the first phase we gather information about retirement accounts, current beneficiary designations, family circumstances, and overall estate planning goals. This includes collecting plan documents, account statements, and any existing trust or will provisions that may affect retirement asset distribution. The goal of this review is to identify potential conflicts, tax considerations, and opportunities to align beneficiary designations with trust objectives so that the trust, when drafted, functions as intended with respect to plan administration and required distribution rules.
We ask clients to provide retirement account statements, plan summaries, beneficiary designation forms, and existing estate planning documents to evaluate how accounts are currently titled and who is designated to receive them. Reviewing these materials helps identify discrepancies between account paperwork and trust language, potential unintended beneficiaries, and issues that could affect tax or administration. This careful review ensures we address all relevant details when crafting trust provisions and updating beneficiary forms to reflect your intentions.
We take time to discuss your objectives for retirement asset distribution, including desired protections for beneficiaries, timing preferences for payouts, and any family dynamics that might influence drafting. This conversation helps determine whether a conduit trust, accumulation trust, or other approach best fits your situation, and ensures that trust provisions reflect your priorities while remaining consistent with plan rules and tax considerations. Establishing clear goals at the outset helps produce a durable plan that serves your family’s needs.
In the drafting phase we prepare trust language tailored to retirement account types and beneficiary needs, and prepare or revise beneficiary designation forms to name the trust where appropriate. Our drafting addresses trustee powers, distribution standards, tax and RMD considerations, and successor arrangements. We also provide explanatory notes to help trustees understand duties and expected procedures. Clear drafting and precise beneficiary forms reduce the likelihood of administrative rejection and help ensure the trust qualifies for intended tax treatment under applicable retirement plan rules.
Trust provisions are drafted to reflect distribution timing, beneficiary standards, and trustee authority, with attention to how plans and tax rules treat trusts as beneficiaries. Clauses may include payout timing, spendthrift-type protections where permitted, and instructions for administering RMDs. The language is carefully coordinated with account forms to prevent ambiguity and help plan administrators implement the owner’s intentions. Drafting balances control with administrative practicality to ensure the trust functions effectively when distributions must be made.
Naming a trust as beneficiary requires properly completed beneficiary designation forms and often supporting documentation such as a certification of trust or trust summary. We assist in preparing the necessary forms and documentation so plan administrators accept the trust as beneficiary. This step avoids delays and ensures the trust is recognized for distribution and RMD purposes. Accurate completion of paperwork is a small but vital administrative step that determines how smoothly assets transfer at the time of distribution.
After drafting and document preparation, we review the trust and beneficiary forms with you and advise on execution and recordkeeping. We provide guidance for trustees on administration, required minimum distributions, and communication with beneficiaries and plan administrators. If needed, we can assist trustees during initial administration steps to ensure compliance with the trust terms and plan requirements. The final review helps confirm that everything is in place to support the intended distribution of retirement assets when the time comes.
Proper execution of trust documents and beneficiary forms, along with careful recordkeeping, ensures that retirement plan administrators can efficiently process distributions when necessary. We advise clients on where to keep executed documents, how to provide necessary trust certifications to account custodians, and how to update records after major life events. Organized documentation prevents disputes and speeds administration, helping beneficiaries access funds under the trust’s terms without unnecessary delay or confusion.
We provide trustees with practical guidance on required distributions, tax reporting, and communication protocols with beneficiaries and plan administrators. Trustees often benefit from clear instructions and checklists that explain how to calculate distributions, handle rollover or direct transfer options, and meet reporting obligations. Ongoing support can include assistance at the time of distribution and advice on modifications if family or financial circumstances change, ensuring the retirement plan trust continues to serve its intended purpose over time.
A retirement plan trust is a trust created to receive retirement account proceeds by being named as the beneficiary on plan or IRA beneficiary designation forms. It provides a legal vehicle to control how retirement funds are distributed, enabling staged payouts, protections for vulnerable beneficiaries, or coordination with other estate planning documents. Use of a trust is appropriate when direct beneficiary designations might produce unintended results, when you want to manage tax timing for beneficiaries, or when protective terms are needed for minors or those who may need oversight. The decision to use a retirement plan trust depends on goals, account types, and family circumstances. It is important to ensure trust language aligns with plan rules and tax code provisions so that plan administrators can honor the trust while beneficiaries receive intended benefits. Regular review and careful coordination with existing estate documents help ensure the trust functions smoothly when distributions are required.
Naming a trust as beneficiary affects required minimum distributions because the trust’s terms determine how distributions are allocated among beneficiaries and how the plan administrator calculates life expectancy for distribution purposes. If the trust meets certain requirements, it can be treated as a look-through or see-through trust, allowing distribution over beneficiaries’ life expectancies. If not properly drafted, the trust could trigger accelerated distribution rules that increase tax burdens for heirs. Because of these implications, trust language must be carefully tailored to account for the ages of designated beneficiaries and the desired timing of payouts. Coordination with plan documents and attention to RMD rules helps avoid unintended tax acceleration and preserves the intended distribution schedule for retirement assets.
A retirement plan trust can provide a level of protection against creditor claims or divorce in some circumstances by keeping funds in trust rather than distributing them outright to beneficiaries. Trust provisions that limit beneficiary control over assets may reduce exposure to certain claims, but protections vary based on law, the type of claim, and timing of distribution. It is important to consider how distributions are structured and whether payment timing leaves funds vulnerable to creditors once paid to beneficiaries. Careful drafting and coordination with other estate planning documents can enhance protections for heirs while balancing access to funds they may need. Discussions about expectations, trustee discretion, and distribution triggers help align the trust with desired protective outcomes without unintentionally jeopardizing benefits or tax advantages.
A conduit trust requires that retirement account distributions be passed directly through to the trust’s beneficiaries as they are received, while an accumulation trust allows the trustee to retain distributions within the trust for later use. Conduit trusts often preserve stretched distribution benefits for beneficiaries and simplify RMD calculations, while accumulation trusts can provide more control over retained funds but may alter tax timing and reporting obligations. Choosing between these approaches depends on priorities such as protecting beneficiaries, preserving tax-deferred stretch options, or retaining funds for long-term needs. Clear drafting is essential so trustees and plan administrators understand the intended treatment and so the trust meets applicable rules for the desired tax outcome.
Funding a retirement plan trust typically involves naming the trust as beneficiary on the retirement account’s beneficiary designation form rather than transferring the account into the trust during your lifetime. This administrative step allows the trust to receive account proceeds upon the account owner’s death. In some situations owners may also coordinate beneficiary designations with other planning steps, such as creating a certification of trust or preparing trustee instructions for plan administrators to use at the time of distribution. Because funding is largely handled through beneficiary designations, accuracy and coordination are vital. Providing the trustee and plan custodian with the necessary trust documentation and ensuring trust provisions align with account rules reduces the chance of administrative issues and helps ensure the retirement assets are distributed according to your intentions.
When creating a retirement plan trust, it is important to review and update related estate documents such as your revocable living trust, pour-over will, powers of attorney, and advance health care directive. Ensuring consistent language and beneficiary designations across documents prevents conflicts that could complicate administration or produce unintended outcomes. A holistic review helps align the retirement plan trust with your overall estate strategy and family objectives. Regular updates after major life events or changes in law are also important. Keeping all documents current and coordinated reduces confusion for trustees and beneficiaries, and helps ensure retirement assets are handled in the manner you intend when the time comes for distribution.
Selecting a trustee and successor trustees should be based on reliability, financial judgment, and willingness to perform administrative duties. A trustee will need to communicate with plan administrators, handle required minimum distributions, and make careful distribution decisions consistent with the trust’s terms. Consider naming successor trustees to ensure continuity if the primary trustee becomes unable or unwilling to serve. Trustee selection should also account for family dynamics and potential conflicts; a neutral third-party trustee or corporate trustee may be appropriate in some situations. Clear guidance in the trust document about trustee powers, limitations, and compensation helps facilitate smooth administration and reduces the risk of disputes among beneficiaries.
Naming a trust as beneficiary can add administrative steps, such as providing trust documentation to plan administrators and ensuring the trust meets look-through rules for distribution and tax purposes. However, these steps are manageable and typically handled during initial setup and at the time of distribution. Proper preparation, including creating a certification of trust and ensuring beneficiary forms are correctly completed, reduces friction and helps administrators process distributions in a timely manner. While additional documentation is required, the benefits of naming a trust—such as controlled distributions and protections for beneficiaries—often outweigh the added administration, especially when the trust is drafted to meet plan and tax rules and when trustees are prepared to fulfill their responsibilities.
Benefit designations and trust provisions should be reviewed periodically and after significant life events such as marriage, divorce, births, deaths, or major financial changes. Laws and tax rules can also change, affecting how retirement accounts and trusts interact, so periodic review helps ensure ongoing effectiveness. A review every few years or when circumstances change helps verify that beneficiary designations remain current and that trust language still reflects your intentions. Keeping documents aligned reduces the risk of unintended outcomes and potential disputes among beneficiaries. Regular reviews also allow for updates that reflect changing family relationships, financial goals, and tax considerations, ensuring that retirement assets continue to be protected and distributed according to your wishes.
When beneficiaries access retirement assets through a trust, they or the trustee will typically need the trust document or a certification of trust, a death certificate, account statements, and completed beneficiary or distribution forms requested by the plan administrator. Providing clear documentation and instructions in advance can smooth the process and help trustees understand their administrative responsibilities. Ensuring that the trust contains precise distribution directions reduces ambiguity when plan administrators review the paperwork. Trustees may also need tax identification information and guidance on required minimum distributions and tax reporting. Preparing a file with essential documents and contact information helps trustees and beneficiaries navigate account administration more efficiently and avoids delays in distributing retirement assets.
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