Explore hardship distribution rules, tax consequences, safe harbor guidelines, and strategies to avoid penalties.
Navigating the complex regulations surrounding hardship distributions from retirement plans can lead to potential tax penalties and increased regulatory scrutiny. This webinar will provide essential insights into managing hardship distributions effectively. Participants will learn to identify situations and plans for which hardship or similar distributions may be made. They will also understand the tax consequences and strategies to avoid penalty taxes in specific situations.
Agenda
Faculty
Robert C. Schmidt
Kean Miller LLP
- Of counsel in the Baton Rouge office of Kean Miller LLP
- Specializes in employee benefits, pension and welfare benefit plans, executive compensation and related tax issues
- Over 40 years of experience practicing law in the employee benefits area
- Has extensive experience in plan design, creation, merging and splitting plans, termination of plans, and correcting plan errors
- Maintains a preapproved defined contribution plan document for use by employers seeking to establish plans, including plans with 401(k) features
- Served as an attorney-adviser with the U.S. Tax Court in Washington, D.C.
- Listed in every edition of Best Lawyers® – Employee Benefits Law, since 1984 was listed as Lawyer of the Year in 2025
- Board Certified as a Tax Law Specialist by the Louisiana Board of Legal Specialization
- LL.M. Degree, Georgetown University Law Center; J.D. Degree, University of Virginia; B.S. Degree, Yale University
- Can be contacted at [email protected]
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