thepensionmaven Posted August 9, 2017 Share Posted August 9, 2017 Plan X is a non-safe harbor 401(k) with hardship provision. Safe harbor hardship definition; Plan X elective deferrals plus employer match. Max hardship by definition would be the aggregate employee contributions less any previous hardship amounts; Would aggregate match be included or aggregate vested match??? Link to comment Share on other sites More sharing options...
Mike Preston Posted August 9, 2017 Share Posted August 9, 2017 Hardships must be limited to vested. Link to comment Share on other sites More sharing options...
thepensionmaven Posted August 9, 2017 Author Share Posted August 9, 2017 I assume aggregate vested matching? TX. Link to comment Share on other sites More sharing options...
Mike Preston Posted August 9, 2017 Share Posted August 9, 2017 versus what? Link to comment Share on other sites More sharing options...
thepensionmaven Posted August 10, 2017 Author Share Posted August 10, 2017 (Aggregate employee contributions plus aggregate vested match) - previous hardship distributions taken. Link to comment Share on other sites More sharing options...
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