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Karel-Gordon & Associates
(Northbrook IL)

Pensions Plan Administrator

Quantech Pensions LLC
(Anaheim CA)

ESOP Administrator -- Sign-on bonus!

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Retirement Plan Consultant

Definiti
(Telecommute / Dallas TX / University Place WA / The Woodlands TX)

Manager, Defined Contribution Administration

Definiti
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Document Specialist

Definiti
(Telecommute / University Place WA / The Woodlands TX / Erie PA / Dallas TX / FL)

Associate

Actuarial Benefits & Design Company
(Telecommute / VA)

401(k) Plan Administrator -- Sign-on bonus!

Blue Ridge ESOP Associates
(Telecommute)

Retirement Plan Administrator

Carpenter Morse Group
(Telecommute / Longwood FL)

Client Manager

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(Telecommute / CA)

Retirement Plan Administrator

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401(k) Plan Hot Topics

Trucker Huss

June 20, 2019
Recorded Online
Webcast

401(k) plans remain extremely popular with both plan sponsors and participants. The rules for hardship distributions have changed as a result of last year’s federal budget bill and other “hot” topics have come up for discussion.

Attendees will learn about:

Proposed IRS hardship regulations and transitional options;
“Matching” contributions for student loan repayments – How does it work and what are the pitfalls; and
“Backdoor” Roth contributions – Popular in the press, but do they make sense?