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Table Of Contents - Spousal Rights & Consent Requirements

Basics:

  • Origins Of The Spousal Consent Requirements
  • Definition Of A Spouse

Investment Options & Requirements:

  • The Qualified Joint & Survivor Annuity Requirements
  • Exceptions To The QJSA Spousal Consent Requirements
  • Qualified Pre-Retirement Survivor Annuities
  • Spousal Elections Regarding Payment Of The Survivor Spouse Annuity
  • QJSA Exempt Plans
  • Spousal Consent Requirements Under QJSA Exempt Plans
  • Correction Of Spousal Consent Failures
  • Exceptions To The Spousal Consent Requirements
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