Page 25 - AprDefComp

CRD caution

• CRD meets the distribution requirements for
certain assets:

• 401(k)

• 403(b)

• Governmental 457(b)

• Profit sharing

• Not permitted from Money Purchase
Pension assets or DB plans

• Spousal consent requirements not waived

• Many DC plans don't require
spousal consent,

• But if yours does, you have to obtain it

• The question is "how"

• With no clear answer

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