A 76-year-old listener had her husband's estate plan locked down and his 401(k) doubled, yet the one beneficiary decision she ...

Explore how the Social Security Ticket to Work Program supports SSDI beneficiaries with work incentives, Medicare protections ...

Supplemental Security Income, or SSI, beneficiaries started receiving increased benefits for 2024 in December. Here's what recipients should know about those payments. Beneficiaries who rely on ...

KEY TAKEAWAYS The latest estimate puts the 2027 Social Security cost-of-living adjustment at 3.8%. That would be a 1 ...

After a record high 8.7% Social Security cost-of-living adjustment for 2023, beneficiaries may owe more taxes on their benefit income. Lawmakers on both sides of the aisle have proposals to eliminate ...

July's second Social Security payment lands Wednesday, July 15, for those born the 11th–20th. Learn how the schedule works ...

Larry Leo Fritz II initially named his two children as beneficiaries of his benefits plan maintained under a Kraft Heinz savings account. He later changed that designation to his mother Rita Fritz, ...

While most Medicare home health experiences are positive, gaps remain in beneficiary knowledge, care coordination, and access ...

A Beneficiary Intentionally Defective Irrevocable Trust (BIDIT) provides a unique planning opportunity because it allows a beneficiary to continue to benefit from his or her own assets while ...

When administering an employee benefit plan, it is critically important to provide clear and specific instructions as to how a participant can designate a beneficiary. A recent federal district court ...

Note: You should only click Change Benefits button if you have a documented qualifying event. Changes for the retirement savings plan can only be done through NetBenefits. For existing spouse or child ...