Hardship Distribution

[thepensionmaven]

Plan X is a non-safe harbor 401(k) with hardship provision.

Safe harbor hardship definition; Plan X elective deferrals plus employer match.

Max hardship by definition would be the aggregate employee contributions less any previous hardship amounts;

Would aggregate match be included or aggregate vested match???

[Mike Preston]

Hardships must be limited to vested.

[thepensionmaven]

I assume aggregate vested matching?

TX.

[Mike Preston]

versus what?

[thepensionmaven]

(Aggregate employee contributions plus aggregate vested match) - previous hardship distributions taken.