Alternate Beneficiaries in Joint and Survivor Annuities

By Guest wwest
October 14, 1999 in Defined Benefit Plans, Including Cash Balance

https://benefitslink.com/boards/topic/5397-alternate-beneficiaries-in-joint-and-survivor-annuities/

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Guest wwest

Posted October 14, 1999

A pension equity plan has distribution options in the form of either a lump sum, an immediate annuity or a deferred annuity. Sponsor would like to provide alternate beneficiaries for the joint and survivor annuities with appropriate waivers by spouse. Any good references for issues that arise in this proposal?

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https://benefitslink.com/boards/topic/5397-alternate-beneficiaries-in-joint-and-survivor-annuities/

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Alternate Beneficiaries in Joint and Survivor Annuities

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