Archimage Posted July 25, 2002 Posted July 25, 2002 Can you get rid of optional forms of distributions (leaving just lump-sum option) in a 403(B) Plan (ERISA) like you can with most qualified plans?
Guest T-BONE Posted July 25, 2002 Posted July 25, 2002 I just did some quick research on this issue. The 403(B) Answer Book Q&A 9 and 16 address protected benefits in the context of M&A activity. For an ERISA 403(B) Plan, the Answer Book says there are parallel ERISA provisions relating to protected benefits (ERISA Sections 204(g) and 208). Would ERISA be more restrictive now that 411(d)(6) regs have been liberalized? Maybe the EGTRRA provisions relating to relaxation of the anti-cutback rules would apply to an ERISA 403(B) plan?
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