Smarter and Not Harder: The New IRS Hardship Distribution Regulations

By Jeffrey Holdvogt and Maggie McTigue on November 19, 2019

Posted In Employee Benefits, Retirement Plans

The Treasury Department and the IRS recently finalized new hardship distribution rules applicable to defined contribution plans. Plan sponsors should prepare for operational changes to comply with the new regulations, including some beginning January 1, 2020.

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Tags: 401(k), 403(b), Bipartisan Budget Act of 2018, defined contribution plans, IRS, Pension Protection Act of 2006, Retirement, Retirement Plans, Treasury Department

Jeffrey Holdvogt
Jeffrey (Jeff) M. Holdvogt advises clients regarding a wide range of employee benefits matters. He focuses primarily on the design and administration of complex pension, defined contribution and executive deferred compensation arrangements. Jeff counsels privately and publicly held corporations on ongoing day-to-day retirement and executive compensation issues, as well as employee benefits design and transition matters arising from corporate mergers, acquisitions and divestitures. Read Jeff Holdvogt's full bio.

Maggie McTigue
Maggie McTigue focuses her practice on employee benefits matters relating to pension and 401(k) plans, executive compensation, and health and welfare benefit plans. She regularly assists clients with employee benefit plan filings and notices required by the Department of Labor and the Internal Revenue Service. Maggie also has experience regarding plan investment issues under the Employee Retirement Income Security Act of 1974 (ERISA). Read Maggie McTigue's full bio.

Smarter and Not Harder: The New IRS Hardship Distribution Regulations

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