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Documenting Hardships Distributions and Participant Loans

FIS Relius Education

Feb. 3, 2016
Recorded Online
Recorded  February 3, 2016

Processing hardship distributions and participant loans can be a headache for practitioners and plan sponsors. One area of considerable confusion – and some disagreement – is the level of documentation required to substantiate hardship and participant loan requests.

This web seminar will review the documentation requirements for loans and hardships and will review recent IRS comments on the topic

  • Required and recommended documentation
  • Prudent review and approval processes
  • Participant self-certification
  • Evidence of:
    • Hardship need
    • Hardship necessity
    • Loan application and review
    • Loan documents
    • Loan proceeds used to purchase principal residence
  • Loan repayments and collection activities
  • Proof of distribution and tax reporting
  • Audit risks

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