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Posted

What is the timeframe for revoking a prior J&S waiver? I thought it was 90 days prior to benefit commencement date, but somebody else thinks it should be 180 days prior.

thanks!

Thank you.

pj

Posted

Who is revoking? What does the plan say?

Many plans permit the retiring EE to change his/her election anytime before the first payment is made.

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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