Meeting Details

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ASPPA Webcast: Loans: Correcting Taxation, Qualification and Fiduciary Failures and COVID19 Changes to Loans-OD
2.00 ASPPA
April 15, 2020 To April 15, 2021
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Recorded Webcast
2.00 ASPPA Credit
2.00 ERPA
2.00 JBEA Non-Core

Speaker: Stephen W. Forbes, J.D., LL.M. (taxation), Forbes Retirement Plan Consulting

Experience Level for Attendees: Intermediate

Target Audience: TPAs, Administrators, Attorneys, Accountants and Consultants

Keywords: Corrections, loans, EPCRS, disqualification, loan failures, loan corrections, self-correction, avoiding deemed distributions

IRS Program Number: CZTXU-Q-01086-19-O

Description: Some of the more significant changes made by the COVID19 legislation (CARES Act) are to the rules regarding participant loans. In addition to the long-awaited self correction options for correcting loan failures, we will cover these recent changes. The new correction options should save your clients considerable time and money. As with all new correction procedures, there are many questions on the application to the different loan failures. In this webcast, in addition to explaining the requirements and options, I will address over 50 questions on the application of the new requirements. With the new correction options, the IRS will expect improved compliance. Therefore, it is incumbent on practitioners to have a working knowledge of the loan correction procedures.

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

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