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Posted

Participant is age 62. Plan does not allow for any in-service distributions other than hardships. Is the Safe Harbor Nonelective / Match money available?

Austin Powers, CPA, QPA, ERPA

Posted

Available how? For hardships? If the doc allows, yeah.

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

Posted

But for ha ha's it does say "hardships are NOT permitted from a participant's QNEC account (including any 401k Safe Harbor Contributions)."

But COULD the document permit it?

Austin Powers, CPA, QPA, ERPA

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