401(k) Hot Topics

ASPPA [American Society of Pension Professionals & Actuaries]

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

Speaker: Craig P. Hoffman, APM, Attorney at Law

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