Trinity Health Retirement Program
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Retirement Savings Plan FAQs

Definition | Eligibility | Contribution | Investing | Matching | Payment Options | Loans | Termination | Retirement | Schwab PCRA | Other

Loans/Withdrawals

Will loans be available from my Trinity Health 403(b)/401(k) Retirement Savings Plan? Yes.
What if I want to borrow from my account? You may obtain a loan from the Trinity Health 403(b)/401(k) Retirement Savings Plan. All loans will be made in accordance with the guidelines detailed in your Trinity Health 403(b)/401(k) Retirement Savings Plan Summary Plan Description.
What if I incur a financial hardship?

Your Trinity Health 403(b)/401(k) Retirement Savings Plan is intended for your retirement. However, you may take a loan or withdrawal in case of a financial hardship provided certain conditions are met. Please see the guidelines detailed in your Trinity Health 403(b)/401(k Retirement Savings Plan Summary Plan Description.

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