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Posted by studiocenter on Oct 1, 2014

October 2014 Newsletter

  • Does the Plan Permit Hardship Distributions?
  • What Qualifies as a Hardship?
  • Are Other Financial Resources Available to the Participant?
  • Plan Loans vs. Hardship Distributions
  • What Funds are Available for Hardship Distribution?
  • Employee Deferral Accounts
  • Employer-Funded Accounts
  • Documentation
  • Taxation
  • Conclusion

This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA.

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