Can SPD override the Plan doc.

[Gary]

A Plan doc has Gatt assumptions for lump sums, but the most up to date SPD has PBGC basis. How likely of a case does an employee have in this case and does anyone know any precedents out there?

The ee wants PBGC basis as it results in greater lump sum.

[QDROphile]

The issue would be promissory estoppel, there are a number of cases out there, and it is unlikely that the participant would prevail under the circumstnaces you describe.