ERISA Rules

August 15, 2015

If you’re part of a blended family – listen up! ERISA, the Employee Retirement Income Security Act can have unintended consequences for retirement accounts, particularly when it comes to beneficiaries of these accounts when the original account holder passes away. In cases of divorce and remarriage, the beneficiary may not be who was intended.  During this show, Jim, Chris and Peter discuss the outcomes of court cases involving ERISA beneficiary determinations and why the court ruled a certain way.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.