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Posted

I have looked everywhere for the rules pertaining to safe harbor loan provisions. 

Does anyone have any documentation in reference to this topic? 

Posted

I am not familiar with "safe harbor loan provisions". Will you please elaborate as to what you are looking for? Are you referring to loans issued from safe harbor contribution sources?

Posted

Prudential put out the following back in 2000 which sums up loan rules fairly well.

whether a plan is 'safe harbor' or not shouldn't matter.

I've never heard of the loan regulations being described as 'safe harbor', it is simply rules you follow.

there are 'safe harbor' guidelines for hardship distributions, so maybe that is a term you heard.

loan rules.pdf

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