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Showing content with the highest reputation on 09/05/2014 in all forums
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Restatements and Protected Benefits
ETA Consulting LLC reacted to Lou S. for a topic
See code section 411. I believe (d)(6) is the relevant sub section but I could be off. In short some benefits are protected, things like vesting, retirement age, certain distribution options and timing. Other benefits are not, things like - eligibility, loan availability, insurance, the right to direct investments.1 point -
Note that the dates are "2003" and "2004." That was the point...1 point
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Roth not allowed as a catch up
ETA Consulting LLC reacted to Lou S. for a topic
Not only have I never heard of it, I'm not sure it is even allowable under the regulations.1 point
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