401(k) Plans

19,321 topics in this forum

1. Hardship Withdrawal from Rollover Source

   By Guest sroenigk, February 4, 2003
   • 9 replies
   • 5k views
   • 
   • E as in ERISA
   • February 5, 2003

2. Hardship Withdrawal from Roth deferral account

   By Pammie57, August 30, 2016
   • 1 reply
   • 1.1k views
   • 
   • Lou S.
   • August 30, 2016

3. Hardship Withdrawal Request under final regs

   By Pammie57, February 27, 2020
   • 5 replies
   • 1.2k views
   • 
   • Larry Starr
   • February 28, 2020

4. Hardship Withdrawal Request under final regs

   By Pammie57, December 1, 2020
   • 3 replies
   • 825 views
   • 
   • Gilmore
   • December 2, 2020

5. Hardship Withdrawal Request - What if there isn't enough to fund need

   By Guest EMozley, May 4, 2001
   • 2 replies
   • 1.9k views
   • 
   • Moe Howard
   • May 5, 2001

6. Hardship Withdrawal Requirements

   By Guest Kelly Igel, June 6, 2001
   • 4 replies
   • 2.1k views
   • 
   • MWeddell
   • June 6, 2001

7. Hardship withdrawal suspension period

   By 401kspeclst, January 29, 2018
   • 7 replies
   • 5.9k views
   • 
   • MWeddell
   • January 30, 2018

8. Hardship Withdrawal vs. Bridge loan for two mortgages (new house and old house that has not yet sold).

   By Guest CRA, October 15, 2003
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • October 15, 2003

9. Hardship Withdrawal vs. Loan for First Time Home buyers

   By Pammie57, March 17, 2017
   • 1 reply
   • 593 views
   • 
   • Belgarath
   • March 17, 2017

10. hardship withdrawals

    By Guest alexis, November 13, 2002
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • November 13, 2002

11. Hardship Withdrawals

    By Guest Scott Holechek, April 22, 2003
    • 3 replies
    • 2k views
    • 
    • Brian Gallagher
    • April 25, 2003

12. Hardship withdrawals

    By Guest tom mathews, June 5, 2002
    • 2 replies
    • 2k views
    • 
    • mbozek
    • June 20, 2002

13. Hardship Withdrawals

    By Cynchbeast, February 8, 2019
    • 4 replies
    • 1.1k views
    • 
    • rr_sphr
    • February 25, 2019

14. Hardship Withdrawals

    By Nassau, April 29, 2011
    • 5 replies
    • 1.6k views
    • 
    • masteff
    • April 29, 2011

15. Hardship Withdrawals

    By Guest moorhan, July 18, 2001
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • July 19, 2001

16. Hardship Withdrawals

    By Kevin C, February 20, 2006
    • 2 replies
    • 2.3k views
    • 
    • MWeddell
    • February 21, 2006

17. hardship withdrawals

    By Chippy, June 20, 2013
    • 1 reply
    • 1k views
    • 
    • BG5150
    • June 20, 2013

18. Hardship Withdrawals

    By Guest Sara H, May 3, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 4, 1999

19. Hardship Withdrawals

    By Guest pentex, November 19, 2002
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • November 19, 2002

20. Hardship withdrawals

    By Guest LSULLIVAN, January 27, 2006
    • 8 replies
    • 2.6k views
    • 
    • saabraa
    • January 28, 2006

21. Hardship withdrawals

    By thepensionmaven, April 10, 2018   

    • hardship
    • 3 replies
    • 619 views
    • 
    • duckthing
    • April 10, 2018

22. Hardship Withdrawals

    By Nassau, November 1, 2011
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • November 1, 2011

23. Hardship Withdrawals

    By Guest cynthiar, May 12, 2004
    • 11 replies
    • 2.2k views
    • 
    • TBob
    • May 14, 2004

24. Hardship Withdrawals

    By Guest west, January 28, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 28, 2003

25. Hardship Withdrawals

    By KevinMc, February 9, 2024
    • 1 reply
    • 631 views
    • 
    • Lou S.
    • February 9, 2024

26. Hardship Withdrawals

    By KevinMc, April 2, 2024
    • 1 reply
    • 613 views
    • 
    • C. B. Zeller
    • April 2, 2024

27. hardship withdrawals

    By Guest zimmer, October 16, 1998
    • 11 replies
    • 3.6k views
    • 
    • Guest
    • October 22, 1998

28. Hardship withdrawals - administrator resposibilities?

    By Guest LisaPA, July 9, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 10, 2001

29. Hardship Withdrawals - new TPA procedure

    By Guest Aust916, May 13, 2010
    • 8 replies
    • 3.6k views
    • 
    • QDROphile
    • May 14, 2010

30. Hardship withdrawals - non-safe harbor definition

    By Belgarath, August 12, 2013   

    • amending plan
    • 7 replies
    • 5.2k views
    • 
    • Belgarath
    • August 13, 2013

31. hardship withdrawals and catch-ups

    By LIBERTYKID, May 30, 2002
    • 2 replies
    • 1.9k views
    • 
    • Brian Gallagher
    • May 31, 2002

32. Hardship Withdrawals and Documentation

    By Guest Benmark, November 20, 2001
    • 1 reply
    • 2.3k views
    • 
    • MWeddell
    • November 21, 2001

33. Hardship Withdrawals and documentation

    By Guest jmetro, November 22, 2004
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 22, 2004

34. hardship withdrawals for post-secondary education

    By Guest cac1134, June 30, 2005
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • July 1, 2005

35. Hardship withdrawals for post-secondary education

    By Guest Elinor, May 16, 2005
    • 2 replies
    • 6k views
    • 
    • E as in ERISA
    • May 16, 2005

36. Hardship withdrawals from SIMPLE 401K's

    By Guest A. Rostosky, October 19, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • October 19, 2000

37. Hardship Withdrawals Leading to Excess Match?

    By Guest GmcyWT, October 19, 2011
    • 3 replies
    • 1.9k views
    • 
    • masteff
    • October 20, 2011

38. Hardship Withdrawals makes plan Top Heavy

    By Guest willwork4shoes, October 30, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • October 30, 2003

39. Hardship withdrawals under EGTERRA

    By Guest Asvedlow, December 6, 2001
    • 2 replies
    • 2.1k views
    • 
    • MWeddell
    • December 7, 2001

40. Hardship withdrawals-did withholding rules change recently???

    By Guest DeePA, March 4, 2003
    • 3 replies
    • 1.3k views
    • 
    • jaemmons
    • March 4, 2003

41. Hardship withdrawals-down payment on home

    By Guest Lonnie Tomlin, November 19, 2001
    • 1 reply
    • 1.7k views
    • 
    • R. Butler
    • November 20, 2001

42. Hardship withdrawals-medical expenses

    By Guest Lonnie Tomlin, November 19, 2001
    • 2 replies
    • 1.9k views
    • 
    • R. Butler
    • November 20, 2001

43. hardship, final regs and safe harbor contributions

    By Guest JBeck, January 20, 2005
    • 1 reply
    • 1.7k views
    • 
    • jaemmons
    • January 20, 2005

44. Hardship/deferrals were not stopped

    By WCC, August 8, 2013   

    • amend the W2?
    • 2 replies
    • 860 views
    • 
    • masteff
    • August 9, 2013

45. Hardship/Mother's medical expenses

    By Guest Georgia1, September 24, 2009
    • 2 replies
    • 1.5k views
    • 
    • K2retire
    • September 28, 2009

46. Hardships

    By Jilliandiz, October 19, 2005
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • October 19, 2005

47. Hardships

    By Church Treasurer, May 9, 2018   

    • hardship
    • 2 replies
    • 631 views
    • 
    • Patricia Neal Jensen
    • May 10, 2018

48. Hardships -- Primary Residence Purchase

    By Guest erisafried, June 2, 2008
    • 4 replies
    • 4.9k views
    • 
    • Belgarath
    • June 2, 2008

49. Hardships / Self-Certification

    By austin3515, March 15, 2017
    • 10 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • March 16, 2017

50. Hardships & Loan repayments

    By Brian Gallagher, August 22, 2002
    • 11 replies
    • 2.3k views
    • 
    • Mike Preston
    • August 22, 2002