Payout options include—
- Specified Date
- Separation of service
- In-Service Distribution
- Retirement
(at separation of service or when participant reaches retirement age)
- Delayed separation of service
(separation of service, plus an additional number of years)
Alternate Payout Elections
- Disability
- Survivor benefit
- Change in control
See the Glossary in our Knowledge Center for full definitions of terms.
If you have any questions as you move through the process, please reach out to us by calling 813-776-6933 and ask for a 409A Direct Ambassador, or email clientservices@409ADirect.com.