401k Loan Checklist/Guidelines

5 votes

Discuss interest payments back to self, immediate payback upon employer separation, does plan allow loans, verify min/max loan amount, max loan term, subtraction out of paycheck, no credit check, etc.

Under consideration Suggested by: Erik Berry (26 Dec, '18) • Upvoted: 14 Feb • Comments: 1

Comments: 1

23 Oct, '20
Jean Russell
Assuming the client needs money from SOMEWHERE, does she have other options?