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This program was recorded during a live presentation on May 23, 2006.
Handling plan loans is one of the least enjoyable aspects of retirement plan practice. But it remains an important part. Many employees want to be able to borrow from their accounts, and that often includes the owners. Plan loans impact plans in many ways: prohibited transaction rules, deemed distribution rules, joint and survivor rules, plan asset rules, and more. There's a lot to keep track of just to let a participant have temporary access to his or her funds. Complicating the matter further are brand new rules for correction of a variety of failures relating to plan loans.
This pre-recorded Web seminar covers it all from soup to nuts. Simple enough for the beginner, detailed enough for the experienced practitioner, our Basics and Beyond presentations have something for everyone.
What You'll Learn
This 90-minute program will greatly help you to understand all the ins and outs of plan loans, including:
Speaker – S. Derrin Watson, J.D., APM
Instructional Delivery Method
Group – Internet-Based
None. Some familiarity with the basic concepts of plan administration (vesting, deferral deposit, prohibited transactions, correcting mistakes etc.) is helpful but not essential.
Level - Overview
Recorded Event Time Limitation:
This recorded event will be available for 20 days from your date of registration.
Program related requests, questions, or concerns may be e-mailed to: WebTechSem@relius.net