Primary Beneficiary Published by Midland Trust on Aug 23, 2021 12:00:00 AM Primary Beneficiary « Back to Glossary Index A person who is first to receive benefits in a retirement plan upon the account holder’s death. « Back to Glossary Index Back to Blog Tweet
Trustee Trustee « Back to Glossary Index A person or entity that holds the legal title of an asset... Read More
Contingent Beneficiary Contingent Beneficiary « Back to Glossary Index A person receiving benefits from a retirement... Read More
Distribution Distribution « Back to Glossary Index A disbursement of funds from a retirement plan to... Read More
