Common use of In-Service Distributions Clause in Contracts

In-Service Distributions. EVENTS (6.01(C)). A Participant may elect an In-Service Distribution of the Nonelective Contribution and Matching Contribution Accounts based on any of the following events in accordance with Section 6.01(C). (Choose one of (a) or (b)): [Note: If the Employer elects any In-Service Distribution option, a Participant may elect to receive as many In-Service Distributions per Plan Year (with a minimum of one per Plan Year) as the Plan Administrator's In-Service Distribution form or policy may permit. If the form or policy is silent, the number of In-Service Distributions is not limited. Prevailing Wage Contributions are treated as Nonelective Contributions unless the Prevailing Wage Contract provides otherwise. See Section 6.01(C)(4)(d) if the Employer elects to use Prevailing Wage Contributions to offset other contributions.] (a) [ ] None. The Plan does not permit any In-Service Distributions except as to any of the following (if applicable): (i) RMDs under Section 6.02; (ii) Protected Benefits; and (iii) under Section 6.01(C)(4) as to Employee Contributions, Rollover Contributions, DECs, Transfers, and Designated XXX Contributions. (b) [ ] Permitted. In-Service Distributions are permitted as follows (Choose one or more of (1) through (8)): (1) [ ] Age (must be at least 59 1/2). (2) [ ] Age (may be less than 59 1/2). (3) [ ] Hardship (safe harbor). See Section 6.07(A). (4) [ ] Hardship (non-safe harbor). See Section 6.07(B). (5) [ ] Disability. (6) [ ] year contributions. (specify minimum of two years) See Section 6.01(C)(4)(a)(i). (7) [ ] months of participation. (specify minimum of 60 months) See Section 6.01(C)(4)(a)(ii). (8) [ ] Describe:

In-Service Distributions. EVENTS (6.01(C)). A Participant may elect an In-Service In‑Service Distribution of the Nonelective designated Contribution and Matching Contribution Type Accounts based on any of the following events in accordance with Section 6.01(C). ) (Choose one of (a) or (b)): [Note: If the Employer elects any In-Service In‑Service Distribution option, a Participant may elect to receive as many In-Service In‑Service Distributions per Plan Year (with a minimum of one per Plan Year) as the Plan Administrator's In-Service In‑Service Distribution form or policy may permit. If the form or policy is silent, the number of In-Service In‑Service Distributions is not limited. Prevailing Wage Contributions are treated as Nonelective Contributions unless the Prevailing Wage Contract provides otherwise. See Section 6.01(C)(4)(d) if the Employer elects to use Prevailing Wage Contributions to offset other contributions.] (a) [ ] None. The Plan does not permit any In-Service In‑Service Distributions except as to any of the following (if applicable): (i) RMDs under Section 6.02; (ii) Protected Benefits; and (iii) under Section 6.01(C)(4) as to Employee Contributions, Rollover Contributions, DECs, Transfers, and Designated XXX Contributions. (b) [ [X] Permitted. In-Service In‑Service Distributions are permitted as follows from the designated Contribution Type Accounts (Choose one or more of (1) through (8)):9)): [Note: Unless the Employer elects otherwise in Election 46(b)(9), Elective Deferrals under Election 46(b) includes Pre‑Tax and Xxxx Deferrals and Matching Contributions includes Additional Matching Contributions, irrespective of the Plan's ACP testing status.] (1) (2) (3) (4) (5) (6) (7) All Elective Safe Harbor Matching Nonelective/ Contributions Deferrals Contributions QNECs QMACs Contrib. SIMPLE (1) [ ] Age None. Except for N/A [ ] [ ] [ ] [ ] [ ] [ ] (must be at least 59 1/2a) (See Election exceptions. 46(a).) (2) [X] Age 59 1/2 (must [X] OR [ ] Age (may [ ] [ ] [ ] [ ] [ ] be less than at least 59 1/2). (3) [ ] Hardship Age (safe harbor). See Section 6.07(Amay X/X X/X X/X X/X X/X [ ] [ ] be less than 59 1/2). (4) [ [X] Hardship (non-safe harbor). See Section 6.07(B). (5) [ N/A [X] Disability. (6) [ N/A N/A N/A [X] year contributions. (specify minimum of two years) See Section 6.01(C)(4)(a)(i). (7) [ ] months of participation. (specify minimum of 60 months) See Section 6.01(C)(4)(a)(ii). (8) [ ] Describe:[X]

In-Service Distributions. EVENTS (6.01(C)). A Participant may elect an In-Service Distribution of the Nonelective Contribution and Matching Contribution Accounts based on any of the following events in accordance with Section 6.01(C). (Choose one of (a) or (b)): [Note: If the Employer elects any In-Service Distribution option, a Participant may elect to receive as many In-Service Distributions per Plan Year (with a minimum of one per Plan Year) as the Plan Administrator's In-Service Distribution form or policy may permit. If the form or policy is silent, the number of In-Service Distributions is not limited. Prevailing Wage Contributions are treated as Nonelective Contributions unless the Prevailing Wage Contract provides otherwise. See Section 6.01(C)(4)(d) if the Employer elects to use Prevailing Wage Contributions to offset other contributions.] (a) [ ] None. The Plan does not permit any In-Service Distributions except as to any of the following (if applicable): (i) RMDs under Section 6.02; (ii) Protected Benefits; and (iii) under Section 6.01(C)(4) as to Employee Contributions, Rollover Contributions, DECs, Transfers, and Designated XXX IRA Contributions. (b) [ ] Permitted. In-Service Distributions are permitted as follows (Choose one or more of (1) through (8)): (1) [ ] Age (must be at least 59 1/2).Age (2) [ ] Age (may be less than 59 1/2).Age (3) [ ] Hardship (safe harbor). See Section 6.07(A). (4) [ ] Hardship (non-safe harbor). See Section 6.07(B). (5) [ ] Disability. (6) [ ] year contributions. (specify minimum of two years) See Section 6.01(C)(4)(a)(i). (7) [ ] months of participation. (specify minimum of 60 months) See Section 6.01(C)(4)(a)(ii). (8) [ ] Describe:

In-Service Distributions. EVENTS (6.01(C6.01(D)). A To the extent permitted by the Investment Arrangement Documentation, a Participant may elect an In-Service Distribution of the Nonelective designated Contribution and Matching Contribution Type Accounts based on any of the following events in accordance with Section 6.01(C). 6.01(D) (Choose one of (a) or OR (b)): b).):‌ [Note: If the Employer elects any In-Service Distribution option, a Participant may elect to receive as many In-Service Distributions per Plan Year (with a minimum of one per Plan Year) as the Plan Administrator's In-Service Distribution form or policy may permit. If the form or policy is silent, the number of In-Service Distributions is not limited. Prevailing Wage Contributions are treated as Nonelective Contributions unless the Prevailing Wage Contract provides otherwise. See Section 6.01(C)(4)(d) if the Employer elects to use Prevailing Wage Contributions to offset other contributions.] (a) [ ] None. The Plan does not permit any In-Service Distributions except as to any of the following (if applicable): (i) RMDs under Section 6.02; 6.02 and (ii) Protected Benefits; and (iii. Also see Section 6.01(D)(5) under Section 6.01(C)(4) as with regard to Employee Contributions, Rollover Contributions, DECs, Transfers, and Designated XXX Employee Contributions. (b) [ [X] Permitted. In-Service Distributions are permitted as follows from the designated Contribution Type Accounts (Choose one or more of (1) through (8)):.): [Note: Unless the Employer elects otherwise in Election (b)(8) below, Elective Deferrals under Election 40(b) includes Pre-Tax and Xxxx Deferrals; Matching Contributions includes Additional Matching Contributions (irrespective of the Plan's ACP testing status); Elections under columns (3) and (4) apply to Employer contributions held in annuity contracts; Elections under column (5) apply to Employer contributions in Custodial Accounts.] (1) (2) (3) (4) (5) (6) (7) All Elective Matching Nonelective/ Custodial Safe Harbor Contrib. Deferrals Contrib. Mandatory Account QNECs Contrib. (1) [ ] None. Except for N/A [ ] [ ] [ ] [ ] [ ] [ ] (a) (See Election exceptions. 40(a)) (2) [X] Age (Choose one or more of a. through e.) a. [ ] Age (must be at least 59 1/2).. [ ] OR [ ] [ ] [ ] [ ] [ ] [ ] (2) b. [ ] Age (may be less than 59 1/2). (3) . N/A N/A [ ] Hardship (safe harbor). See Section 6.07(A). (4) [ ] Hardship (non-safe harbor). See Section 6.07(B). (5) N/A N/A N/A c. [X] Age 59 1/2 [ ] Disability. (6) OR [X] [ ] year contributions. (specify minimum of two years) See Section 6.01(C)(4)(a)(i). (7) [ ] months of participation. (specify minimum of 60 months) See Section 6.01(C)(4)(a)(ii). (8) [ ] Describe:[ ] [ ]

In-Service Distributions. EVENTS (6.01(C)). A Participant may elect an In-–Service Distribution of the Nonelective designated Contribution and Matching Contribution Type Accounts based on any of the following events in accordance with Section 6.01(C). ) (Choose one of (a) or (b)): [Note: If the Employer elects any In-–Service Distribution option, a Participant may elect to receive as many In-–Service Distributions per Plan Year (with a minimum of one per Plan Year) as the Plan Administrator's In-–Service Distribution form or policy may permit. If the form or policy is silent, the number of In-–Service Distributions is not limited. Prevailing Wage Contributions are treated as Nonelective Contributions unless the Prevailing Wage Contract provides otherwise. See Section 6.01(C)(4)(d) if the Employer elects to use Prevailing Wage Contributions to offset other contributions.] (a) [ ] None. The Plan does not permit any In-–Service Distributions except as to any of the following (if applicable): (i) RMDs under Section 6.02; (ii) Protected Benefits; and (iii) under Section 6.01(C)(4) as to Employee Contributions, Rollover Contributions, DECs, Transfers, and Designated XXX IRA Contributions. (b) [ ] Permitted. In-–Service Distributions are permitted as follows from the designated Contribution Type Accounts (Choose one or more of (1) through (8)):9)): [Note: Unless the Employer elects otherwise in Election 46(b)(9), Elective Deferrals under Election 46(b) includes Pre–Tax and Xxxx Deferrals and Matching Contributions includes Additional Matching Contributions, irrespective of the Plan's ACP testing status.] (1) (2) (3) (4) (5) (6) (7) (1) [ ] None. Except for Election 46(a) (See exceptions. N/A Election 46(a)) [ ] [ ] [ ] [ ] [ ] [ ] (2) [ ] Age (must be at least 59 1/2).. [ ] OR [ ] [ ] [ ] [ ] [ ] [ ] (23) [ ] Age (may be less than 59 1/2).. N/A N/A N/A N/A N/A [ ] [ ] (34) [ ] Hardship (safe harbor). See Section 6.07(A).. N/A [ ] N/A N/A N/A [ ] [ ] (45) [ ] Hardship (non-– safe harbor). See Section 6.07(B).. N/A N/A N/A N/A N/A [ ] [ ] (56) [ ] Disability.. [ ] OR [ ] [ ] [ ] [ ] [ ] [ ] (67) [ ] year contributions. (specify minimum of two years) N/A N/A N/A N/A N/A [ ] [ ] See Section 6.01(C)(4)(a)(i). (7) 8) [ ] months N/A of participation. (specify minimum of 60 months) See Section 6.01(C)(4)(a)(ii).. N/A N/A N/A N/A [ ] [ ] (8) 9) [ ] Describe:

In-Service Distributions. EVENTS (6.01(C)). A Participant may elect an In-Service Distribution of the Nonelective designated Contribution and Matching Contribution Type Accounts based on any of the following events in accordance with Section 6.01(C). (Choose one of (a) or (b)): [Note: If the Employer elects any In-Service Distribution option, a Participant may elect to receive as many In-Service Distributions per Plan Year (with a minimum of one per Plan Year) as the Plan Administrator's In-Service Distribution form or policy may permit. If the form or policy is silent, the number of In-Service Distributions is not limited. Prevailing Wage Contributions are treated as Nonelective Contributions unless the Prevailing Wage Contract provides otherwise. See Section 6.01(C)(4)(d) if the Employer elects to use Prevailing Wage Contributions to offset other contributions.] (a) [ ] None. The Plan does not permit any In-Service Distributions except as to any of the following (if applicable): (i) RMDs under Section 6.02; (ii) Protected Benefits; and (iii) under Section 6.01(C)(4) as to Employee Contributions, Rollover Contributions, DECs, Transfers, and Designated XXX IRA Contributions. (b) [ ] Permitted. In-Service Distributions are permitted as follows from the designated Contribution Type Accounts (Choose one or more of (1) through (8)):9)): [Note: Unless the Employer elects otherwise in Election 46(b)(9), Elective Deferrals under Election 46(b) includes Pre-Tax and Xxxx Deferrals and Matching Contributions includes Additional Matching Contributions, irrespective of the Plan's ACP testing status. Prevailing Wage Contributions are treated as Nonelective Contributions unless the Prevailing Wage Contract provides otherwise. See Section 6.01(C)(4)(d) if the Employer elects to use Prevailing Wage Contributions to offset other contributions.] (1) All Contributions (2) Elective Deferrals‌ (3) Safe Harbor Contributions (4) QNECs (5) QMACs (6) Matching Contrib. (7) Nonelective/ SIMPLE (1) [ ] None. Except for Election 46(a) exceptions. N/A (See Election 46(a)) [ ] [ ] [ ] [ ] [ ] [ ] (2) [ ] Age (must be at least 59 1/2).. [ ] OR [ ] [ ] [ ] [ ] [ ] [ ] (23) [ ] Age (may be less than 59 1/2).. N/A N/A N/A N/A N/A [ ] [ ] (34) [ ] Hardship (safe harbor). See Section 6.07(A).. N/A [ ] N/A N/A N/A [ ] [ ] (45) [ ] Hardship (non-– safe harbor). See Section 6.07(B). (5) . N/A [ ] Disability.N/A N/A N/A [ ] [ ] (6) [ ] Disability. [ ] OR [ ] [ ] [ ] [ ] [ ] [ ] (7) [ ] year contributions. N/A N/A N/A N/A N/A [ ] [ ] contributions (specify minimum of two years) See Section 6.01(C)(4)(a)(i). (7) 8) [ ] months N/A N/A N/A N/A N/A [ ] [ ] of participation. participation (specify minimum of 60 months) See Section 6.01(C)(4)(a)(ii). (8) 9) [ ] Describe: