Bates & Company, Inc.
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Two Years in the Making: The Final IRS Hardship Distribution Regs Are Here
DWC [Guidance Overview] Oct. 24, 2019 "There are only two parts of these rules that are mandatory to implement – removal of the suspension of deferrals post hardship distribution and the modification to the list of safe harbor expenses. Everything else is optional.... That means it is critically important to keep track of which, if any, of the new rules have been applied in operation. To assist you in documenting these items, [the authors] have prepared a one-page sample administrative procedure that you can download here." |
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