TPA Bob Posted July 23, 2018 Share Posted July 23, 2018 I was thinking years ago there was a process that a Plan could do to eliminate the QJSA provisions (joint and survivor annuity) when the monies sources do not require it. I searched over the weekend and came up blank. Can someone help me with a cite? Or am I dreaming. thanks in advance Link to comment Share on other sites More sharing options...
Kevin C Posted July 23, 2018 Share Posted July 23, 2018 1.411(d)-4, Q&A 2 (e). It's almost at the end of Q&A 2. Link to comment Share on other sites More sharing options...
TPA Bob Posted July 24, 2018 Author Share Posted July 24, 2018 thanks. Link to comment Share on other sites More sharing options...
D Lewis Posted September 25, 2018 Share Posted September 25, 2018 I have been searching to see if there is a waiting period for eliminating QJSA from a profit sharing plan. I thought I remembered that there was one. I see that the proposed regulation had a 90 day notice, but the final did not include that. Am I correct that there is no waiting period for eliminating the QJSA from a profit sharing plan? Link to comment Share on other sites More sharing options...
AlbanyConsultant Posted September 28, 2018 Share Posted September 28, 2018 FWIW, I've seen this done a bunch of times by different TPAs and never seen anyone implement a waiting period in making this change. Link to comment Share on other sites More sharing options...
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