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  • Phoenix Chapter - Distribution Dilemmas: Retirement Plan Hardships and Loans

                     

Phoenix Chapter - Distribution Dilemmas: Retirement Plan Hardships and Loans

  • 14 Nov 2019
  • 11:30 AM - 1:00 PM (UTC-07:00)
  • Phoenix Country Club - 2901 N. 7th Street - Phoenix, AZ 85014

Distribution Dilemmas: Retirement Plan Hardships and Loans


Most 401(k) retirement plans permit participants to take plan loans and hardship distributions. These distribution options can be lifesavers for participants, but can result in administrative errors and burdens on plan administrators.  This session will describe the requirements of plan loans and hardships, including the recent final regulations on hardship distributions, as well as common errors with these distributions and how to correct them.


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