Jump to content

Spousal Consent


oldman
 Share

Recommended Posts

Yes, they are exempt. They are exempt from QJSA in 401(a)(11) and anti-assignment in 401(a)(13). The spousal consent rules are detailed in Section 417 of the IRC.

Don't know how this led me to believe they were exempt from 401(a)(4); but still trying to mend my bruised ego on that one :D

Good Luck!

CPC, QPA, QKA, TGPC, ERPA

Link to comment
Share on other sites

toolkit: While they are subject to 401(a)(4), I believe they are still exempt from the current 401(a)(4) regulations, so don't feel too bad. (They are subject to a "good faith" standard in implementing 401(a)(4), but do not need to comply with all of the nuances of the regulations.)

Link to comment
Share on other sites

I have not verified this one, but note that many of the exemptions are predicated on compliance with the pre-ERISA statute.

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.

Link to comment
Share on other sites

  • 8 years later...

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...