KaJay Posted July 14, 2021 Report Share Posted July 14, 2021 Is there a rule regarding the distribution order, based on fund type, for hardship withdrawals? In the case of hardship, the Plan allows for distribution of all employer contributions plus earnings, as well as pre-tax and Roth employee deferral contributions (no earnings). So, if a member has a combination of employer contributions and pre-tax and (non-qualified) Roth deferral contributions, is the Plan required to distribute the available fund types pro-rata, or can the Member choose from which contribution type(s) he/she wants distributed? Link to comment Share on other sites More sharing options...
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