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Financial Planning / Tax Strategies


Subject:  Re: Church Retirement Fund Date:  2/9/2013  4:55 PM
Author:  AndrewXnn Number:  117713 of 127753

As I understand it, if a retirement fund is funded to <80% of future obligations, then they are prohibited from distributing lump sums. This is to protect the other participants.

No idea if this is the situation in your particular case or not.
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