Hardship Tracking

[Guest MPITTS]

What is anyone doing to track Hardship information on a takeover case?

[Guest Sue Michalski]

We import the hardship basis into the prior years contrib "bucket", in the first deferral fund that the plan offers, for ALL participants. Then when you are doing a hardship calc, and you are asking the transaction to calculate, it will include those contibutions from before you administered the plan. The one downfall, is , if you try "checking that number", you have to remember to double click on all funds to manually add up contributions.