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?
Hardship Withdrawals
Hardship Withdrawal Changes under the new Budget Act
For plan years beginning in 2019, the hardship withdrawal rules will change.
What You Should Know About the Hardship Withdrawal Process
A checklist of tasks to review and approve hardship withdrawals.
Correct Common Hardship Distribution Errors
The IRS addresses three common errors associated with Hardship Distributions.
IRS Topics – Hardship Distributions
An overview of Hardship Distributions by the IRS.