DB/DC Combo Cross-testing BRF - QJSA the same

[Guest adiinc]

If I aggregate a DB and DC Plan for 401(a)(4) testing, must distribution options be the same for both plans.

For example, the DB Plan provides for QJSA. Must the DC Plan also provide QJSA form of distribution or is lump sum acceptable?

Hoping the general concensus is still that the PS does not (from 2007 post).

[MWeddell]

That is still generally the case. See Treas. Reg. 1.401(a)(4)-9(b)(3) for the special BRF testing rules when you are aggregating DC and DB plans.