Disclosure for returning employee

[SoCalActuary]

What disclosure are you giving to rehired employees who have taken a partially vested lump sum payment from a DB plan?

I understand that you don't have to allow payback when the employee was fully vested, but you do have to allow it when a forfeiture of benefits could have resulted.

Any sample wording would be appreciated.

[KJohnson]

I don't think it gives you an answer, but at least its an interesting

discussion....

http://benefitslink.com/boards/index.php?s...pic=17888&st=0