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Active participant who becomes a Union Employee


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Guest bouncingsoul
Posted

Would this constitue a distributable even for this employee? I'm guessing NO but I just wanted to make sure.

Posted

No, there has been no severance of employment or separation from service.

JanetM CPA, MBA

Posted

... and this will be confirmed by reading the terms of the plan.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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