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Guest sritts
Posted

Is there someone I could find in plain language what retirement plans are subject to QJSA rules?

Posted

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.

Guest sritts
Posted

thanks for the input :)

Posted

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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