jkharvey Posted September 23, 2010 Posted September 23, 2010 Is a distribution of the full account balance (401k deferrals and SH) to an Owner considered a PT if there is no distributable event?
KMG77 Posted September 27, 2010 Posted September 27, 2010 I don't think it is a PT, but it would definitely be a plan qualification issue. EPCRS has a procedure for correcting ineligible distributions.
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