Curtis Fisher

Curtis Fisher

Bass, Berry & Sims PLC

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The IRS Provides Updated Guidance on Hardship Distributions

The Internal Revenue Service (IRS) recently issued updated audit guidelines for its agents regarding the substantiation requirements for hardship withdrawals from 401(k) and 403(b) plans. This guidance is welcome news for...more

3/28/2017  /  401k , 403(b) Plans , Benefit Plan Sponsors , Guidance Update , Hardship Distributions , IRS , QMAC , QNEC , Safe Harbors , TPAs
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