JButtrick Posted March 1, 2007 Posted March 1, 2007 I have the distinct recollection that In-service withdrawals from profit sharing accounts with a Permitted Disparity formula are not allowed, but I have been unable to find the rule, if it (still) exists, in two prototype documents and the ERISA Outline Book. Maybe I'm looking in the wrong place or maybe the restriction was removed and I am showing my age, or maybe I was dreaming. Which is it? Thanks
Jim Chad Posted March 7, 2007 Posted March 7, 2007 The only thing I can remember hearing is that Profit sharing money has to be in the Plan for 2 years before in sevrice withdrawel.
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