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Guest susa
Posted

Employer with 401(k) plan wants to amend the plan so that a hardship distribution can only be taken one time by a participant for the time they are in the plan. I've never seen anything like that before in a plan, is it allowable?

Guest F1fan
Posted

Given that offering a hardship withdrawal feature is not mandatory, and that, as I recall, such a feature can be removed without violating the protected benefit rules, it seems to me that such a restriction would be acceptable. It would certainly be uncommon, however.

Guest Therese
Posted

It could also be hard to administer if you have long-term employees. Are they going to remember 20 years from now that a participant took a distribution this year?

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