רבים לא מודעים: זה אחד הסעיפים החשובים ביותר בביטוחי הפנסיה | נחמה גולדווסר

הערכה

Many policyholders assume their will controls distribution of pension savings, but fund bylaws typically override testamentary wishes. A recent court ruling demonstrates that outdated beneficiary designations can prevent assets from reaching intended heirs after death. This serves as a practical warning to review named beneficiaries regularly, regardless of what a will states.