CALIFORNIA FAMILY LAW
...Employment Benefits-Pension/Disability
......Valuation of Retirement Benefits
.........Defined Benefit Plans
............Overfunded Plans
2 Cards On This Topic:
  • Independent action to recover overfunded portion of pension plan permitted where plan valued solely according to accrued benefits.
  • Defined benefit plan valued by looking at value of retirement benefits, not FMV of assets currently in plan.