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Posted

When someone takes a hardship withdrawal and the plan has other related plans at the current trustee and recordkeeper, should the participant be suspended from making contributions to the other plans at that recordkeeper/trustee? What if one of the other plans is a nonqualified plan?

Posted

No. Typically, nonqualified deferred compensation plans are contractual where the employer and the employee agree to forego salary for a promise a pay a certain amount at a future date subject to certain contengencies. This would not interefere with a hardship distribution suspension within a qualified plan as there is no longer an "election" to contribute by the employee.

Good Luck!

CPC, QPA, QKA, TGPC, ERPA

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