TOOLS & TECHNIQUES OF LIFE INSURANCE PLANNING
ERISA and Tax Rules for Qualified Plans. Chapter 8: Qualified Plans: Distributions and Loans. True/False. 8.1 Defined benefit plans must have a joint and survivor annuity as the default form of benefit. 8.2 Some defined contribution plans that are subject to ERISA must meet pre-retirement and joint and survivor annuity requirements. ................
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