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Non-Relative Beneficiary of 401K, owner passed in 2014…5-year rule?
Non-Relative Beneficiary of 401K, owner passed in 2014...5-year rule? I was notified last year by Fidelity that a co-worker of mine had made me beneficiary of his AT&T 401K a few months before he passed away in 2014. He was never married, no kids and made me the sole beneficiary in August of 2014, sadly he passed away November 1st, 2014. I have verified this is a legit account with Fidelity, so there is no scam g...
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