Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Loan & Distribution Specialist

AimPoint Pension
(Remote)

AimPoint Pension logo

Business Development Director

AimPoint Pension
(Remote / Pompano Beach FL / AL / GA)

AimPoint Pension logo

Director of 3(16) Operations

Compass
(Remote / NH / Hybrid)

Compass logo

Retirement Plan Administrator

Bates & Company, Inc.
(Remote / Winter Park FL)

Bates & Company, Inc. logo

Defined Benefit Combo Cash Balance Compliance Consultant

Loren D. Stark Company (LDSCO)
(Remote)

Loren D.  Stark Company (LDSCO) logo

Regional Vice President of Sales

The Retirement Plan Company
(Remote / AL / FL / GA / MS)

The Retirement Plan Company logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon

IRS Tax Forum 2013: Grab the Money and Run? Retirement Plan Loans and Hardship Distributions (PDF)
Internal Revenue Service [IRS] Link to more items from this source
[Guidance Overview]
Nov. 14, 2013
[42 presentation slides.] "[W]e'll talk about two common means for employees to access their retirement savings: loans and hardship distributions. We' ll talk about when they're allowed, how the money may be taxed to employees, and what special rules apply to employers who offer loans and hardship withdrawals in a retirement plan. We'll also talk about things that can go wrong, such as when loans aren't repaid on time or when business owners bend the rules. We'll also address what you can do to fix a mistake in your retirement plan to avoid adverse tax consequences. Our goal is to help you stay on track as you balance the urgent needs of today and the secure retirement your plan is designed to provide in the future."

Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title).
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above).
© 2024 BenefitsLink.com, Inc.