mefrancis1729 Posted March 14, 2018 Posted March 14, 2018 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?
Mike Preston Posted March 14, 2018 Posted March 14, 2018 Depends on what the plan says. Is owner happy with mortality risk?
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