Speaker: David Schultz, J.D., APM
Experience Level for Attendees: Intermediate
Target Audience: TPA, plan administrators, attorneys, plan consultants, CPAs, financial professionals
Keywords: Prohibited transaction, disqualified person, Form 5330, self-dealing
Description: The penalties for engaging in a prohibited transaction can be costly, so an understanding the rules is important for anyone working with retirement plans. While some prohibited transactions are relatively easy to identify, others are less obvious. Accordingly, a fundamental knowledge of the prohibited transaction requirements is important for retirement plan practitioners. This webinar will review the rules, penalties, and exemptions relating to prohibited transactions.
Recorded webcasts are available for one year after their live air date.