Educational resources below are provided by Tax Exempt & Government Entities, Employee Plans.
Podcast: Guidelines on Computing Maximum Loan AmountsMP3 (8:21) Sept 2017
Learn how the IRS reviews multiple retirement plan loans for participants during an audit.
Text version of presentationPDF
Podcast: Guidelines for Substantiating Safe-Harbor Hardship Distributions from 401(k) and 403(b) Retirement Plans MP3(8:19) July 2017
Learn which documents the IRS may request during an audit of a 401(k) or a 403(b) plan that’s made hardship distributions to participants.
Text version of presentationPDF
Additional Employee Plans Resources
IRS.gov/EP is your primary resource for retirement plan information.
The Retirement Plans portion of www.IRSVideos.gov provides additional educational resources.