Skip to content
Warren AI
Sign in
Retirement Planning
Chapter 11: Pension Plan Distributions/TERMINATION OF SERVICE AT NORMAL
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 11: Pension Plan Distributions

TERMINATION OF SERVICE AT NORMAL

01.Core Concepts

RETIREMENT AGE: PENSION PLAN • Qualified joint survivor annuity (QJSA) • An annuity benefit payable to the participant and their spouse as long as either is alive • Qualified optional survivor annuity (QOSA) • Alternative option when QJSA is waived • Single life annuity • If QJSA is waived • Lump-sum distribution • Rollover plan assets to IRA or another qualified plan