Meeting Details

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ASPPA Webcast: Loans Issues and Hardship Rules That Complicate Administration-OD
2.00 ASPPA
December 19, 2018 To December 19, 2019
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Recorded Webcast
2.00 ASPPA Credit
2.00 ERPA
2.00 JBEA Non-Core

Speaker:  Michael F. Smith, QPA, QKA, Vice President of Qualified Plan Consulting, Voya Financial


Experience Level for Attendees:  All


Target Audience:  TPAs, plan administrators, plan sponsors


Description:  This informative webcast will cover the challenges inherent in the administration of hardship withdrawals and participant loans.  You will gain insights into ways to avoid various pitfalls that could lead to operational violations, loan defaults, etc.  We will discuss the operational correction methods under the latest EPCRS release, when violations do occur.  We will also discuss the latest changes to hardship withdrawals that will be effective in 2019.  We will touch on the temporary relaxation of hardship and loan rules for participants impacted by recent natural disasters.  Finally, we will cover the latest trends and survey results regarding plans offering loans and hardship withdrawals.

Recorded webcasts are available for one year after their live presentation date.

  • List Price: $199.00
  • Member Price: $119.00
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