LIBERTYKID Posted April 14, 2014 Share Posted April 14, 2014 It was always my understanding that if a participant elected an optional form of benefit prior to his/her annuity starting date, then died, the plan could permit that election to stand and honor that election. I can't seem to find the appropriate Treasury regulation. If you think this is doable or are aware of the regulation, please let me know. Thanks. Link to comment Share on other sites More sharing options...
Andy the Actuary Posted April 14, 2014 Share Posted April 14, 2014 What does the Plan provide? The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice. Link to comment Share on other sites More sharing options...
jpod Posted April 14, 2014 Share Posted April 14, 2014 Isn't the QPSA required in the case of death prior to the ASD (or the 100% spousal death benefit in a DC plan not subject to J&S)? Link to comment Share on other sites More sharing options...
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