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Posted

Are after-tax contributions required/allowed to be withdrawn at anytime regardless of the plan document type (custom vs. pre-approved document/prototype)?

Posted

They are not subject to any regulatory requirements for being restricted, so the Plan's document "MAY" include language to allow for immediate distribution. You should follow the terms of your written plan to determine what distributions are allowed.

Good Luck!

CPC, QPA, QKA, TGPC, ERPA

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