Available Until , August 26, 2021
Speaker: Craig P. Hoffman, APM, Attorney at Law
Experience Level for Attendees: Intermediate
Target Audience: TPAs, advisers, attorneys and administrators
Keywords: 401(k), back door Roth, hardship distributions and student loan 401(k) matching contributions.
IRS Program Number: CZTXU-Q-01193-20-O
Description: 401(k) plans remain extremely popular with both plan sponsors and participants. The rules for hardship distributions have changed as a result of the 2018 federal budget bill. Final IRS regulations provide guidance and transitional options that plan sponsors must consider in bringing their plans into compliance. “Matching” contributions for student loan repayments is another 401(k) plan design concept garnering a great deal of attention. How does it work and what are the pitfalls? “Backdoor” Roth contributions have also been touted in the popular press but don’t always make sense. Learn about these important hot topics and get your questions answered.
Learning Objectives
- Recognize where “Back Door Roth” contributions make sense.
- Identify opportunities for student loan 401(k) matching programs.
- Apply the new hardship standards
Registration Deadlines:
Live: 08/26/2020
On-Demand: 08/26/2021
CE Credit: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA Core
About the Speaker:
Craig P. Hoffman is an attorney in Atlantic Beach, Florida where his practice focuses exclusively on federal tax and ERISA matters. Craig previously was Counsel to Trucker Huss, General Counsel for the American Retirement Association, and General Counsel for the Relius Division of SunGard (now FIS). Mr. Hoffman was an expert speaker at the National Summit on Retirement Savings (jointly sponsored by the White House and Congress), served as a charter member of the first IRS Advisory Committee on Tax Exempt and Governmental Entities, was the 2008 recipient of the National Institute of Pension Administrators’ Lifetime Achievement Award and is a Fellow in the American College of Employee Benefits Counsel.
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