Ashlea Ebeling

speaker

2,002 appearances 38 recordings 1 series first heard Jul 2022 last heard Feb 2025

Ashlea Ebeling’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · How a Forgotten Form Led to His Ex Getting His $1 Million Retirement Account · 11 Jun 2024 podcast

This is kind of one of these horror story cases. voice-verified

The man who died in 2015, he was just 59, single, no children. voice-verified

In 1987, so decades before he had listed his then live-in partner on his beneficiary form, but they split up in 1989. voice-verified

So they'd split up decades before he died, but she's on the form. voice-verified

So his employer, Procter & Gamble, when they're trying to figure out who to give the money to, voice-verified

They would just look at the form and give the money to her. voice-verified

The retirement account was worth nearly $750,000 at that point. voice-verified

And now they've been fighting in court because his two brothers say that there's just no way that he would have intended for this long-ago ex to get the money. voice-verified

So I didn't talk to her, but I did talk to the brothers. voice-verified

And needless to say, they were surprised. voice-verified

A lot of cases, it's the employer has to bring all these different parties together because the employer is holding on to the money. voice-verified

And they're just trying to figure out who legally they need to distribute it to. voice-verified

So that's another big misconception. voice-verified

Your will has nothing to do with your retirement accounts because these accounts, it's federal law. voice-verified

It's who's listed as beneficiary. voice-verified

The beneficiary form trumps the will. voice-verified

They do brush it off. voice-verified

There's an annual enrollment for your workplace when you have to get your medical and dental insurance. voice-verified

And that will remind you about workplace life insurance. voice-verified

But there's no similar thing for the 401k or workplace retirement accounts. voice-verified

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