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Retirement Planning
Chapter 11: Pension Plan Distributions/PROFIT-SHARING PLAN: DISTRIBUTION OPTIONS
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 11: Pension Plan Distributions

PROFIT-SHARING PLAN: DISTRIBUTION OPTIONS

01.Core Concepts

• Ma y permit in-service withdrawals after two years of participation in the plan • 401(k) plans may permit loans • At termination of service: • Lump-sum distribution • Rollover plan assets to IRA or another qualified plan, or • Purchase annuity