Upcoming Events

Members - Don't forget you can invite a colleague from outside your organization to an upcoming event for free. It is our way of saying thank you for encouraging other to join the WP&BC organization.

Upcoming events

    • 19 Jan 2022
    • 12:00 PM - 1:00 PM
    • Virtual
    • 453

    Hardship distributions are a ubiquitous feature of 401(k) plan design. However, hardship distributions can cause headaches for those who have to process the distribution request. This webinar will cover the hardship distributions from A to Z. Topics include:

    • Distributions Overview
    • 401(k) Hardship Distributions Requirements
      • Financial Needs Test
      • Resources - Necessity Test
    • Documentation Requirements
      • Tips from the IRS
      • IRS Summary Substantiation Guidelines
    • Potential SECURE 2.0 Changes

    Craig Hoffman

    Attorney & Senior Consultant, Nova 401(k) Associates

    Craig P. Hoffman is an Attorney/Senior Consultant with Nova 401(k) Associates in Houston, Texas. For over thirty-five years, Craig’s practice has focused exclusively on federal tax and ERISA matters relating to the design, implementation, and operation of tax-qualified retirement plans. He previously served as Counsel to the Trucker Huss law firm in San Francisco, California. Before joining Trucker Huss, Craig served 10 years as General Counsel for the American Retirement Association, (“ARA”), a national organization of over 20,000 members who provide actuarial, consulting, administrative, legal, investment and other professional services for qualified retirement plans and tax-sheltered annuities. Craig had previously served ARA as President, a member of the Board of Directors, Co-Chair of the Government Affairs Committee and Co-Chair of the Political Action Committee. Prior to joining ARA, Craig served for over 19 years as General Counsel to the Relius division of SunGard, which is now part of Fidelity National Information Services, Inc. (“FIS”).

Refund Policy

A refund is provided for a meeting reservation that is cancelled more than 72 hours before the reservation deadline for the event.  Therefore if the event is scheduled for 11:30am on January 21st you have until 11:30am on January 18th to cancel your reservation and receive a refund.  All paid events are transferable to another attendee for the same event.

Don't forget that if you are a member, you can invite colleagues from outside your organization to an upcoming lunch for free with your paid registration.  Its our way of saying thank you for encouraging others to join the WP&BC organization.

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