The Summary Plan Description (SPD) should include your plan's claims procedures. Usually, you fill out the required paperwork and submit it to the plan.Generally, an ERISA plan participant can select just about anyone to be their beneficiary. Clark University Retirement Plan ("Plan") has been adopted to provide you with the opportunity to save for retirement on a tax advantaged. This month we provide some best practices for plan administrators' handling of 401(k) plan beneficiary designations. Ask your employer in writing for a copy of each document which explains how to designate a beneficiary under the plan. Lewis and Clark College has restated the Lewis and Clark College Defined Contribution Retirement Plan and Tax Deferred. Plan to an individual retirement plan. Section XVI considers the validity of releases of ERISA claims and benefits.