(including lump sum election)
Overview
- contains guidance and template documentation to cease a pension in whole or part and roll the resulting lump sum back into the fund or, if a condition of release is satisfied, take a lump sum payment (including in kind)
- this roll-back kit can be used to roll-back ABP and TRIS pensions
- outlines each stage of the roll-back process and the relevant steps that need to be taken
What’s Included
- guidance on how to complete the documents and a completion checklist
- relevant notifications, including election notice under reg 995-1.03
- draft trustee resolutions
- Schedule
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