Meeting Details

Schedule/Additional Infoexpand_more
ASPPA Webcast: Prohibited Transactions-OD
2.00 ASPPA
November 14, 2019 To November 14, 2020
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Recorded Webcast
2.00 ASPPA Credit
2.00 ERPA
2.00 JBEA Non-Core

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.

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