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32 Slides available anytime
  • 32 Slides

IRS Guidance on Hardship Withdrawals: Practical Tips for Avoiding Common Pitfalls

 
Many employer plans provide for hardship withdrawals to participants who incur certain hardships. The IRS rules on hardship withdrawals are complicated. In addition, in recent years, the IRS has issued special relief to plan sponsors and participants. This OnDemand Webinar helps the hardship withdrawal administrator navigate the complex requirements for hardship withdrawals. Learn practical tips for avoiding common pitfalls, how to take advantage of special IRS relief and how to correct errors through the IRS correction programs.

Learning Objectives:
•You will be able to discuss the types of plans affected.
•You will be able to review safe harbor events.
•You will be able to identify special relief and correction programs.
•You will be able to explain the possible 10% penalty.

Faculty

Marjorie M. Glover

Marjorie M. Glover

Chadbourne & Parke LLP

Agenda

Faculty

Marjorie M. Glover

Marjorie M. Glover

Chadbourne & Parke LLP

  • Chair of Employee Benefits and Executive Compensation at Chadbourne & Parke LLP
  • Experience in aspects of employee benefits and executive compensation law, including plan design, compliance and correction
  • Conducts regular seminars and workshops on numerous aspects of employee benefits and executive compensation
  • Wrote numerous articles and a monthly Ask the Expert columnist for Employee Benefit Plan Review magazine
  • Recognized in Best Lawyers in America and SuperLawyers
  • Member of the American Bar Association, New York State Bar Association and New York City Bar Association, where she is chair of the Subcommittee on Healthcare Reform and Welfare Plans
  • Can be contacted at [email protected] or 212 408-1016

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