Guest sritts Posted April 2, 2004 Posted April 2, 2004 Is there someone I could find in plain language what retirement plans are subject to QJSA rules?
Lynn Campbell Posted April 2, 2004 Posted April 2, 2004 all Plans subject to minimum funding = all pension plans, including Defined Benefit, Money Purchase, Target Benefit etc. some profit sharing plans also contain J & S language although it is not legally required - check the plan document.
david rigby Posted April 5, 2004 Posted April 5, 2004 not govt plans 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.
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