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I’m still working, but I’d like a plan distribution. How do I qualify for an “In-Service” and/or “Hardship” distribution?

April 26, 2017distribution I’m Plan qualify working

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I’m still working, but I’d like a plan distribution. How do I qualify for an “In-Service” and/or “Hardship” distribution?

1 Answer

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Refer to your plan’s Summary Plan Description. If you do not have one, your employer will provide one. If your plan allows for In-Service or Hardship distributions and you meet the requirements, you will need to complete a distribution request form and return it to the Plan Administrator.