Randy Watson Posted November 7, 2011 Posted November 7, 2011 A defined benefit plan pays benefits to a surviving spouse in the form of a lump sum distribution only if the amount is under $5,000. There is no other form of benefit available to beneficiaries...this is mandatory. Can the lump sum form be eliminated under 411? Death benefits are ancillary benefits, unless they are part of an optional form of benefit and I see no reason why this wouldn't be an optional form of benefit under the regulations. Any thoughts?
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