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Learning Center


Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust


For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

IRS View on Self-Certification of 401(k) Hardship Distributions

Hardship DistributionsThe April 1, 2015 edition of the Internal Revenue Service Employee Plans News notified that electronic self-certification alone for 401(k) deferral hardship distributions may not be sufficient proof and can be a plan qualification issue. In the event of an audit, supporting documents that prove the reason for a hardship distribution must have been obtained and retained by the employer of a 401(k) plan before authorizing such distribution.

Read the entire article in Entrust's Learning Center to find out what constitutes an appropriate reason for a hardship distribution and how this affects Individual 401(k) plan owners.

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Investing With IRA LLCs: Is Checkbook Control Right for You?

Register for our next webinar on Wednesday, September 20, 2023 at 11:00 a.m. PT / 2:00 p.m. ET

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