You Can Set Up Your Retirement Plan Account to Go

question 257

Multiple Choice

You can set up your retirement plan account to go to a designated heir upon your death outside of your will by completing a

• A)grant-in-lieu of will form.
• B)automatic death transfer form.
• C)beneficiary designation form.
• D)profit-sharing form.

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Definitions:

Assertive Communication

A communication style characterized by openly expressing one’s thoughts and feelings in a way that is respectful and direct.

Role Flexibility

The ability to adapt and change one's role or duties in response to varying conditions or situations.

Problem Solving

The process of identifying a problem, developing possible solutions, and then implementing a solution to address the issue.

Triangulation

In psychology, the process of involving a third party in a relationship or conflict to ease tension or for manipulation; in research, the use of multiple methods or data sources to develop a comprehensive understanding of a phenomenon.