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Retirement Plan Distributions Under SECURE 2.0: New Penalty-Free Options, Hardship Distributions, Documentation

Recording of a 90-minute premium CLE video webinar with Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Conducted on Thursday, September 28, 2023

Recorded event now available

or call 1-800-926-7926

This CLE webinar will provide ERISA counsel, plan administrators, and employers guidance on new rules for retirement plans under SECURE Act 2.0. The panel will discuss key provisions of the SECURE Act 2.0, including new distribution options, along with the Act’s impact on other retirement plan requirements, as well as offer methods to ensure compliance for plan sponsors.


SECURE 2.0 contains a number of provisions that significantly change qualified retirement plan design and operations. ERISA attorneys, plan administrators, and plan sponsors assess the impact of SECURE 2.0 on their existing tax-qualified retirement plans and consider whether and how to implement the new distribution options for retirement plans, along with other opportunities and challenges stemming from the new law.

SECURE 2.0 undoubtedly presents administrative and compliance challenges. It expands distribution options, including new penalty-free distributions and new options relating to hardship distributions, delays required minimum distributions to ages 73 and 75, and significantly changes how catch-up contributions are made. Plans must be aware of these mandatory and optional changes, including the necessary documentation and requirements for adopting formal plan amendments.

Listen as our panel discusses the key provisions of SECURE 2.0 and its impact on retirement plans and offers best practices for ERISA compliance for plan sponsors and administrators.



  1. Overview of SECURE Act 2.0 changes to retirement plans
  2. Plan administration and compliance challenges
  3. Plan distribution options, withdrawals, and loans
  4. Other key items and best practices for plan design and implementation


The panel will discuss these and other key issues:

  • What should plan sponsors know about SECURE 2.0?
  • What are the key changes and unresolved issues of SECURE 2.0?
  • What changes are mandatory, and which are optional?
  • What are the considerations for implementing optional provisions?
  • What are the key considerations, best practices, and next steps for counsel?


Blachman, Gary
Gary Blachman

Ice Miller

Mr. Blachman is a partner in Ice Miller’s Workplace Solutions Group where he helps companies to minimize their...  |  Read More

Rothman, Jason
Jason A. Rothman

Calfee Halter & Griswold

Mr. Rothman advises publicly traded companies, closely held businesses and nonprofit organizations on all aspects of...  |  Read More

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