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Unforeseeable Hardship- Funeral Expenses


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    Participant has requested a hardship distribution for tombstone monument for husband who died over a year ago.  She did supply copy of death certificate and estimate from monument company. Does this apply to burial or funeral expenses?

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    Yes. Established estate law and it carries over to hardship withdrawal definition.

    Lawrence C. Starr, FLMI, CLU, CEBS, CPC, ChFC, EA, ATA, QPFC
    President
    Qualified Plan Consultants, Inc.
    46 Daggett Drive
    West Springfield, MA 01089
    413-736-2066
    larrystarr@qpc-inc.com

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