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Showing content with the highest reputation on 06/10/2019 in Posts
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Survivor Benefit from ERISA plan for Ex spouse
survivoroh reacted to Luke Bailey for a topic
survivoroh, depending on type of plan, e.g. defined benefit pension, there may not be any survivor benefits. Or their could be. You will really need to hire a lawyer competent in pension matters. Anything anyone else tells you here may be helpful speculation, but your issues are fact- and document-specific.1 point -
ACP Refund Due Right After In-Service
Eve Sav reacted to austin3515 for a topic
What's a 1099-r code got to do with it (don;t get me wrong I do know what you mean)? For example, often times a participant will close their account, and even roll it over. That's treated as a timely ADP refund even if they rolled it over. It seems to me the most important thing is that the money came out.1 point
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