Retirement Plan Resources

Educational resources below are provided by Tax Exempt & Government Entities, Employee Plans.

Podcast: Guidelines on Computing Maximum Loan Amounts MP3 (8:21) Sept 2017
Learn how the IRS reviews multiple retirement plan loans for participants during an audit.
Text version of presentation PDF

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 presentation PDF

Additional Employee Plans Resources is your primary resource for retirement plan information.

The Retirement Plans portion of provides additional educational resources.