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Sample QPSA/QJSA Explanation to participant for Defined Benefit Plan


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What we did was to use an excellent article from the Groom law firm on this web site and the regs to cobble something together. I can't remember the name of the author of the article, but you should recognize it, it's 6 or 8 pages long with a very good example at the end - run a search on relative value and you should get a hit.

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Annoucement 2004-58 provides a delay, but it has exceptions. Read carefully.

http://benefitslink.com/IRS/ann2004-58.pdf

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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