Guest trainw Posted November 15, 2009 Posted November 15, 2009 Are there any provisions for participant who does not want a deferred annuity option in a terminating plan yet the spouse is unavailable to provide consent to waive the normal form of benefit prior to distribution of assets. The terminiating plan is a Money Purchase and the account balance is over $5k.
J Simmons Posted November 15, 2009 Posted November 15, 2009 Need more details about the circumstances of the unavailability. John Simmons johnsimmonslaw@gmail.com Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation.
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