Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Transfer to Qualified Replacement Plan (QRP) -- Subject to Spousal Annuity Rights?
BenefitsLink Message Boards Sept. 7, 2021 "DB plan terminates and provides all participants their benefits. Some rolled over into IRAs and some to the existing 401k/PS plan. The residue, i.e., the overfunded portion, is transferred to the QRP under the terms of the plan. It will be allocated as profit sharing to all participants. Upon distribution, is the portion under QRP subject to QJSA? (If it is, best if all assets are subject to it, otherwise a nightmare to keep track of the assets.)" |
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