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Posted

I can't put my hands on any surveys, but I seem to recall that roughly 70% or more of plans use prime or prime plus one as an interest rate for plan loans.

A local savings and loan is quoting prime minus one for a loan secured by a savings account balance. Given this "local rate" what do you feel the exposure, if any, would be if such a rate were used for a plan loan secured by a plan account balance?

Posted

I've heard (anecdotally only) that DOL doesn't like below prime loans.

Jon C. Chambers

Schultz Collins Lawson Chambers, Inc.

Investment Consultants

Posted

I think that the labor regs require the use of whatever lenders in that area are charging on a comparable loan. If my memory is correct, aren't you required to use the prime minus one?

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