EXCEPTION · 29usc623:pension-safeguards
These are conditional statutory qualifications, not an actuarial compliance finding. Teufel's pinned sentence supports (i)(4) compliance, not a freestanding f(2) defense. An (i)(1) assessment must examine all relevant (i)(2)-(10) conditions; this core formula does not independently model every hybrid-conversion violation.
Exact element source
(4) Compliance with the requirements of this subsection with respect to an employee pension benefit plan shall constitute compliance with the requirements of this section relating to benefit accrual under such plan.Source:
docroot/ir/usc/title29.jsonl#title29_sec623; Unicode character offsets [9316:9531] (end exclusive); SHA-256 d7414b39849853d6a6068539da731f835b09d9f238c028f95f2d0dd04fb6f667.Routes and case patterns
| Route | Definition | Merits instance blocks | Distinct merits cases | Examples (up to 3 cases per count group) |
|---|---|---|---|---|
| age-neutral-cap provisional; 0 observed cases | (i)(2) permits benefit or service/participation limits imposed without regard to age. | 0 Satisfied 0; not satisfied 0; excluded context 0 | 0 | Never used: no annotation uses in this snapshot |
| compensated-employee provisional; 0 observed cases | (i)(5) applies only to the regulatory extent necessary to prevent discrimination favoring highly compensated employees. | 0 Satisfied 0; not satisfied 0; excluded context 0 | 0 | Never used: no annotation uses in this snapshot |
| distribution-adjustment provisional; 0 observed cases | (i)(3) credits the prescribed actuarial equivalent of in-service distribution or the specified delayed-distribution adjustment, subject to Treasury regulations. | 0 Satisfied 0; not satisfied 0; excluded context 0 | 0 | Never used: no annotation uses in this snapshot |
| hybrid-and-offset provisional; 0 observed cases | (i)(10)(B)-(G) impose special hybrid-plan interest, capital, conversion and termination conditions and specified offset/disparity and preservation rules; a plan cannot invoke these as unconditional permission to reduce accrual because of age. | 0 Satisfied 0; not satisfied 0; excluded context 0 | 0 | Never used: no annotation uses in this snapshot |
| subsidies-and-normal-age provisional; 0 observed cases | (i)(6)-(8) govern disregarded early-retirement subsidies, permitted (m) plans, incorporated Treasury regulations and the specified normal-retirement-age rule. | 0 Satisfied 0; not satisfied 0; excluded context 0 | 0 | Never used: no annotation uses in this snapshot |
| younger-comparison provisional; 0 observed cases | (i)(10)(A) permits comparison with an otherwise identical younger participant, using the prescribed accrued-benefit measures and subsidy disregard. | 0 Satisfied 0; not satisfied 0; excluded context 0 | 0 | Never used: no annotation uses in this snapshot |
How courts decided this element
| Case | Element | Holding and scope | Pattern | Exact source quotations |
|---|
Court interpretations
interpretation
In other words, a pension plan that complies with § 623(i) does not violate the ADEA.
Teufel v. Northern Trust Co. — 887 F.3d 799 (2018) · United States Court of Appeals for the Seventh Circuit · 2018 (29usc623: author: Astra4 · not independently reviewed)
In other words, a pension plan that complies with § 623(i) does not violate the ADEA.Source:
docroot/ir/caselaw/f3d_887.jsonl#/f3d/887/0799-01; Unicode character offsets [10243:10328] (end exclusive); SHA-256 1d379fb1c9ccccfd883302d5edad3f17267e485c766f39a3fdc557af10931dc1.These are conditional statutory qualifications, not an actuarial compliance finding. Teufel's pinned sentence supports (i)(4) compliance, not a freestanding f(2) defense. An (i)(1) assessment must examine all relevant (i)(2)-(10) conditions; this core formula does not independently model every hybrid-conversion violation.