Participant loans, while a popular plan provision, can often be the cause of headaches for plan sponsors and plan consultants alike! Knowing that for many Plan Sponsors offering loans is a "must" how can we design the loan program to reduce the administrative burden and decrease the chance for plan errors? Let's review the technical ins and outs of participant loans while exploring best practices for service providers and plan sponsors.
About the Speaker
Jen has more than 20 years of experience in the retirement plan industry focusing on plan design through collaboration with clients and advisors. As a partner at DWC, Jen looks for opportunities to implement and enhance retirement plan programs in ways that support the plan sponsor’s business and savings goals while creating meaningful savings opportunities for participants.
She is passionate about playing an active role in the retirement plan industry and has held several leadership roles within the American Society of Pension Professionals & Actuaries (ASPPA), including the Leadership Council where she has led mentorship initiatives and the Millennial Task Force for next-generation engagement. She has also served as the Co-Chair of the ASPPA National Conference, Co-Chair of the ASPPA Regional Conferences, and volunteered on ad-hoc Retirement Plan Academy committees.
Jen has served as a speaker for numerous groups and also published articles in The Journal of Pension Benefits and Plan Consultant Magazine. Dedicated to her community, Jen serves as co-chair of the Ballet Virginia Guild, a leader with the Girl Scouts, and as a sustainer for the Junior League of Norfolk-Virginia Beach where she held several board positions during her tenure. She is a LEAD Hampton Roads graduate and has participated in College of William & Mary Alumni events. She was also recognized by Inside Business as a Top 40 Under 40 honoree.
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.