retbenser Posted January 21, 2013 Posted January 21, 2013 Is a DB plan "required" to offer "non-spouse" beneficiary distribution option (e.g. 50% J&S) or is it discretionary? Thanks.
Effen Posted January 21, 2013 Posted January 21, 2013 discretionary. You are only required to offer a spousal death benefit, and even that has some restrictions (married more than a year, etc...) The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
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