Meeting Details

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ASPPA Webcast: Participant Loans: The Fine Print - OD
June 14, 2022 To June 14, 2023
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Recorded Webcast
1.00 ASPPA Credit
1.00 ERPA
1.00 JBEA Non-Core

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.

  • List Price: $106.00
  • Member Price: $65.00
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