RTD Financial Advisors
Bates & Company
Compass Retirement Consulting Group, Inc.
Retirement Plan Consultants
Carpenter Morse Group
Hochheiser Deutsch & Co, Inc.
Plumbers Local Union No. 1 Benefit Funds
Trucker Huss, A Professional Corporation
ERISA Services, Inc.
Loren D. Stark Company
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|A Technical Analysis of 'Small Amount' Cash-Outs from 403(b) Plans|
Business of Benefits
Mar. 26, 2021
"ERISA ... does not require the distribution to be in cash, nor that it be accomplished through a rollover, nor does it require uniform treatment for all participants or prohibit employer discretion. This means that it is permissible to force an in-kind distribution of a 'small' annuity contract from the plan under ERISA."
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