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Post-retirement incidental death benefit


Guest Edward McElroy

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Guest Edward McElroy

May a defned benefit plan provide a post-retirement death benefit? A client maintains a plan that is overfunded. If the individual retires and begins to receive his retirement benefits from the trust, may the on-going plan provide a post-retirement incidental death benefit? Any comments. Thanks. Ed

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Seen it. done it. I think it is still OK. You are correct in stating "incidental".

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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