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Home→Tags PEF 6111.2

Tag Archives: PEF 6111.2

Divorce Orders Must Include Beneficiary Designation Warnings

Posted on December 31, 2022 by Daniel EvansDecember 31, 2022

The Act of November 3, 2022, No. 106, P.L. 1691, amends 23 Pa.C.S. § 3323 to require that divorce decrees and annulment orders include a provision advising the parties to reaffirm or change beneficiary designations for life insurance policies, annuity … Continue reading →

Posted in News, Statutes | Tagged Beneficiary designations, Divorce, PEF 6111.2

Decedent Substantially Complied with Policy to Retain Former Spouse as Beneficiary

Because 20 Pa.C.S. § 6111.2(b)(4) does not require that a post-divorce “designation of a former spouse as a beneficiary” be in writing, and because the decedent “substantially complied” with the life insurance policy provisions for beneficiary designations by orally advising … Continue reading →

Posted in Opinions | Tagged Life insurance beneficiary, PEF 6111.2

Divorce Proceedings, ERISA, and 401(k) Beneficiary Designation

Despite divorce action, widow allowed deceased husband’s share of his company’s 401(k) profit sharing plan.  McGarrity Estate, 2 Fid. Rep. 3d 447 (O.C. Chester 2012) (Opinion by Tunnell, J.) … Continue reading →

Posted in Opinions | Tagged 401(k), divorce action, ERISA, PEF 2106, PEF 6111.2

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