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Administering participant loans is one of the least rewarding and most challenging aspects of retirement plan practice. Many practitioners would just as soon eliminate loans from the plan. However, loan features continue to be one of the more popular plan features.
In today’s difficult economic times, loans have become an important necessity. Participant loans affect plans in many ways: prohibited transaction rules, deemed distribution rules, Forms 1099-R and 5500 reporting, plan asset rules, and more.
Administering participant loans also raises difficult practical issues, such as terminating payroll withholding agreements, correcting a failure to withhold, loan refinancing, calculating adjustments to the $50,000 limit, delinquent deposits of loan repayments, effect of plan termination and the death of a participant.
Join Stephen Forbes in this 100-minute Web seminar as he helps you gain a better understanding of all the ins and outs of plan loans.
What You'll Learn
Prerequisites: There are no prerequisites or advance preparation for this program.
Instructional Delivery Method Group – Internet-Based
Speaker: Stephen W. Forbes, J.D., LL.M. Vice President – Relius Education
Objectives: After attending this Web seminar, attendees will be able to:
How To Participate
You will need a phone (speakerphone, for multiple participants sharing the Primary registrant’s authorized connection) and Internet Access. The graphics presentation and illustrations will be viewed via the Primary registrant’s Web connection, while the speaker audio portion will be via the Primary registrant’s telephone.
Select the "Fees" link on the right side menu of this page for more information about who is authorized to connect to the program.
Program Schedule (Eastern Time) Tuesday, July 12, 2011 2:00 p.m. to 3:40 p.m. Eastern Time (1:00 p.m. CT; 12:00 p.m. MT; 11:00 a.m. PT)
Program related requests, questions, or concerns may be e-mailed to: email@example.com.