This webcast will provide an overview of the rules that govern participant loans. Topics covered include information about maximum and minimum loan calculation, what constitutes an acceptable interest rate, and what happens to loans upon termination. The webcast will also cover what happens when a loan needs to be refinanced or when a loan goes into default.
About the Speaker
Shannon and her husband of more than 30 years have three children, two daughters-in-law, and their first granddaughter, Charlotte Hazel. When she is not working to empower participants to be able to retire on their own terms, Shannon enjoys spending time with her family in the mountains, on the golf course, and on the beach. One of Shannon’s hidden talents is the ability to skin and breast a duck in under five minutes. Shannon volunteers and fundraises for several local non-profits in Oklahoma such as Make A Wish Oklahoma, Infant Crisis Services and Cleats 4 Kids. Shannon has been in the retirement plan industry for over 30 years. She founded TriStar Pension Consulting more than 20 years ago. Shannon has been a credentialed member of American Society of Pension Professionals & Actuaries (ASPPA) for over 25 years. She has served on and currently serves on many ASPPA and ARA committees. She has served on the ARA Board of Directors and is currently serving on the ASPPA Leadership Council as well as the ARA Council for Women. In addition to ASPPA, Shannon is also an Enrolled Retirement Plan Agent.
Moderator: Megan C. Crawford, Director of Marketing and Sales, Williams Benefit Consulting, LLC
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.
To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.