Hardship Distribution – Should You Allow Self-Certification?

Employers may now rely on an employee self-certification that they have experienced a hardship and that the employee has no other funds available to satisfy the hardship. But should you? Learn More >

Hardship Withdrawal Changes under the new Budget Act

For plan years beginning in 2019, the hardship withdrawal rules will change. Learn More >

What You Should Know About the Hardship Withdrawal Process

A checklist of tasks to review and approve hardship withdrawals. Learn More >

Correct Common Hardship Distribution Errors

The IRS addresses three common errors associated with Hardship Distributions. Learn More >

IRS Topics - Hardship Distributions

An overview of Hardship Distributions by the IRS. Learn More >

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