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Posted

Non QJSA 401(k) spousal waiver for beneficiary - Participant found on line where she does not need spousal waiver if Husband is 50% beneficiary. Is this correct? If this is not right, where can I find in writing the rest of the story?

Posted

I am not going crazy! I started answering this, tried to embed a link, had to close the window and when I came back I found the same question with 403(b) instead.

I bet as I said on the other post that she found that info at 401khelpcenter.com But I am not so sure she is interpreting it correctly to say she doesn't NEED it, just what happens if she doesn't have it. And they don't cite a source.

Posted

To paste in a link, click the little switch in the upper left hand corner of the Reply box header to go into basically a text mode. Then you can paste stuff and like that.

When done pasting, toggle the switch again to be in fancy editing mode (or whatever it's called).

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