How do loans or withdrawals work?

If you need more information about taking a loan or hardship withdrawal, please feel free to reach out to our Financial Advocate team, and we can share with you details and provisions specific to your plan regarding loans and hardship distributions. Your retirement plan may or may not allow loans or hardship withdrawals.

To process the loan or hardship distribution, participants should reach out to the service provider on their retirement plan for assistance. Most service providers allow you to model the loan before processing via the phone or online.