gle3186 Posted June 30, 2003 Posted June 30, 2003 Due to plan mergers, we now have folks with a deferred vested DB benefit in a FAE title of the plan and a deferred vested DB benefit in a cash balance title of the plan (this follows a retirement choice election process). This is now one plan with one plan number. Reviewing Schedule SSA, it appears that it doesn't allow an individual to have say a DB plan benefit under an annuity and another DB plan benefit that generally is stated in an account balance/lump sum manner (the Cash Balance benefit). Are we to convert the Cash Balance amount to an annuity, add it to the annuity due from the FAE title of the plan and thus report such in that fashion? Any other guidance? BenEng
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