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Pension Roll-Back/Commutation

(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

To place an order you can email us at [email protected]

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