For plan years beginning in 2019, the hardship withdrawal rules will change. Learn More >
A checklist of tasks to review and approve hardship withdrawals. Learn More >
The IRS addresses three common errors associated with Hardship Distributions. Learn More >
An overview of Hardship Distributions by the IRS. Learn More >
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Section 113 of the SECURE Act amends the tax laws to allow employees to take a penalty-free withdrawal for qualified birth or adoption expenses.
The SECURE Act eliminates the notice requirement for Safe Harbor nonelective contributions and extends the deadline for an employer to elect safe harbor status.