Help - Search - Members - Calendar
Full Version: Disclosure for returning employee
BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
SoCalActuary
What disclosure are you giving to rehired employees who have taken a partially vested lump sum payment from a DB plan?
I understand that you don't have to allow payback when the employee was fully vested, but you do have to allow it when a forfeiture of benefits could have resulted.
Any sample wording would be appreciated.
KJohnson
I don't think it gives you an answer, but at least its an interesting

discussion....

http://benefitslink.com/boards/index.php?s...pic=17888&st=0
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2010 Invision Power Services, Inc.