(b)lines Ask the Experts – Defining ‘Severance From Employment’ for 403(b) Plan Distributions
“Certain distributions from our retirement program may only be made in the event of ‘severance from employment.’
Tag: retirement plan distributions
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Wolters Kluwer Streamlines Distribution Process with Tracking Software
Along with other features, the software can automate tasks usually performed manually.
Distributions Basics Confuse Sponsors and Participants
The rules set around all the different types of qualified retirement plan distributions are quite complex, but plan sponsors have...
(b)lines Ask the Experts – Are 415(m) Plans Subject to the Premature Distribution Penalty?
“Are 415(m) plans subject to the 10% premature distribution penalty for early distributions from a retirement plan?”
Distributions When Switching Jobs Within Same Denomination
“I work as an administrator in my local church—recently hired in this position after working in the same position for...
Congress Adds to Relief for Hurricane Victims
The act, signed into law last week, allows tax-penalty-free withdrawals and larger loan amounts from retirement accounts than current statutory...