Wednesday, September 17th, 2008
9th Cir: Duelling Ex-Spouses & A QJSA
The 9th Circuit has addressed “whether or not a participant to an ERISA regulated Qualified Joint and Survivor Annuity (”QJSA”) plan may change the surviving spouse beneficiary after the participant has retired and the annuity has become payable.” The panel held
QJSA surviving spouse benefits irrevocably vest in the participant’s spouse at the time of the […]