Administrative Issues Affecting Plan Loans

ASCi Learn & Earn CE Credit Webcast Series

Administrative Issues Affecting Plan Loans

Date: 3/22/2012 Start Time: 2:00 PM (ET) Duration:100 Min.

Click here to purchase recording

Presenter: Charles Lockwood, J.D. and L.L.M. (Taxation)

Cost: $199
ASC clients receive a $50 discount (ASC client cost: $149)

Fee covers the cost of one connection and one viewer. Additional connections cost $199
($149 for ASC clients).
Additional viewers cost $50.

Qualifies for 2 CE credits from ERPA, NIPA and ASPAA. Also qualifies for informal Enrolled Actuary (EA) CE credit.

Many issues arise when administering plan loans. Such as:

How should loans be handled in a daily valuation environment?
Should a plan allow for refinancing and what are the possible qualification issues?
Can plan loans be made available only to current employees?
What are the correction options available under EPCRS?
What requirements must be satisfied before a hardship distribution can be taken?

This webcast will cover these issues and many more that plan administrators face when administering plan loans. In addition, we will accept your questions in advance and attempt to answer all pre-submitted questions during the webcast. So join us for this 100 minute webcast and have your plan loan questions answered while earning continuing education credits.

This webcast will be geared to an intermediate level and will qualify for 2 hours of continuing education credit for ERPA, NIPA and ASPPA. It also qualifies for informal Enrolled Actuary (EA) CE credit.