BG5150 Posted November 19, 2019 Posted November 19, 2019 We have a bunch of plans that allow in-service and/or partial withdrawals fall all accounts, whether or not they are fully vested. Can we amend those plans to allow inservice or partial withdrawals only for fully vested accounts? Would that be a cut back? QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
Luke Bailey Posted November 20, 2019 Posted November 20, 2019 I vote it's a cutback. If anyone says no, I will check the reg. Luke Bailey Senior Counsel Clark Hill PLC 214-651-4572 (O) | LBailey@clarkhill.com 2600 Dallas Parkway Suite 600 Frisco, TX 75034
BG5150 Posted November 20, 2019 Author Posted November 20, 2019 That's not the answer I was looking for... QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
Luke Bailey Posted November 20, 2019 Posted November 20, 2019 You have to pay more for that one. Eve Sav 1 Luke Bailey Senior Counsel Clark Hill PLC 214-651-4572 (O) | LBailey@clarkhill.com 2600 Dallas Parkway Suite 600 Frisco, TX 75034
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