Business 401(k) Services / Plan Administration

Hardship Distribution Guidelines

By Fisher Investments 401(k) β€” 5/1/2019

A hardship distribution is a withdrawal from a participant's elective deferral account made because of an immediate and heavy financial, and limited to the amount necessary to satisfy that financial need. The money is taxed to the participant and is not paid back to the borrower's account. Download the guideline below to learn more.

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