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Retirement Planning
Chapter 4: Qualified Pension Plans/DISALLOWANCE OF IN-SERVICE WITHDRAWALS
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Chapter Study Session

Chapter 4: Qualified Pension Plans

DISALLOWANCE OF IN-SERVICE WITHDRAWALS

01.Core Concepts

• In-Service Withdrawal: Any withdrawal from a pension plan while the employee is a participant in the plan other than a loan. • The participant of a pension plan generally cannot take an in-service withdrawal from the pension plan. • Pension plans can provide for in-service distributions to participants who are age 59½ or older.