Roth assets may be used for loan purposes

If you have designated Roth assets invested through the Plan, you may now include these assets when taking a Plan loan. The Board amended the Plan document to increase the amount available to participants desiring a Plan loan. Under the prior rules, Roth assets were included for certain calculations but funds could only be taken from pre-tax balances.

You can find more information about Plan loans in the Loan Highlights (PDF) or by contacting the HELPLINE at 1-800-422-8463.

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