Speaker: David Schultz, JD, APM
Experience Level for Attendees: Intermediate
Target Audience: TPAs, Plan Administrators, Recordkeepers, Advisers
Keywords: Participant loans, default, deemed distribution
IRS Program Number: CZTXU-Q-01478-22-S
Description: Participant loans have become a nearly standard feature in retirement plans, but loans touch on many different aspects of plan compliance and regulation. From prohibited transactions to deemed distributions, loan offsets and more, the administration of participant loans is a complex task. This seminar will provide an overview of the participant loan rules, along with in-depth discussion of common issues, traps, and areas of potential confusion.