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PlanAdviser: Assessing Likely Impacts of IRS Hardship Withdrawal Rule Changes

Dylan Telerski / 6 Feb 2019

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New rules established by Congress and the IRS simplify the process for participants to request a hardship withdrawal of DC plan assets; some experts say this could increase “leakage,” while others anticipate more positive effects, such as lower debt among cash-strapped participants.
Ubiquity Retirement + Savings CEO Chad Parks explains how he believes the new IRS hardship withdrawal rule will help 401k participants come out ahead.
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44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

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© 2019 Ubiquity Retirement + Savings
Privacy Policy
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357