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Automatic survivor benefits (qualified joint and survivor annuity [QJSAs] and qualified preretirement survivor annuity [QPSAs]) apply to Section 401(k) plans unless the participant elects to
Automatic survivor benefits (qualified joint and survivor annuity [QJSAs] and qualified preretirement survivor annuity [QPSAs]) apply to Section 401(k) plans unless
- the participant elects to receive payment as a lump-sum distribution with the spouse signing a notarized consent form.
- the participant does not elect payments in the form of a life annuity.
- the plan provides that, upon the participant's death, the vested account balance will be paid in full to the surviving spouse.
- the plan is not a direct or indirect transferee of a plan to which the automatic survivor annuity requirements apply.
A)
I, II, III, and IV
B)
I, II, and III
C)
I and II
D)
III and IV
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