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Found 2 results

  1. M Norton
    FtWilliam plan document - adoption agreement allows inservice distributions for participants age 59-1/2 and fully vested. Employee with 20+ years service wants to go part-time and take inservice. Plan assets are held in pooled account. Looking for example of procedure that spells out limitations and ordering rules. Any advice appreciated! Thanks!
  2. mefrancis1729
    Cash Balance Plan with in-service distributions at NRA allowed. Owner is going to start taking an annuity form, then convert to a lump sum when the plan terminates. While they are taking this annuity, are they able to take the full yearly amount once per year to satisfy? Or do they have to take monthly payments?
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