Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Assistant Team Leader

Nova 401(k) Associates
(Houston TX / Austin TX / Dallas TX / Scottsdale AZ / Telecommute)
Senior Actuarial Administrator

Group RHI
(TX / Telecommute)
Retirement Plan Sales Territory Manager

Loren D. Stark Company
(Irving TX / Telecommute)
Plan Document Support Specialist

Actuarial Systems Corporation
(Sylmar CA / Telecommute)
Defined Benefits Combo Cash Balance Consultant

Loren D. Stark Company
(Houston TX / Telecommute)
Client Relationship Manager

Loren D. Stark Company
(Houston TX / Telecommute)
Plan Document ERISA Attorney

Actuarial Systems Corporation
(Sylmar CA / Telecommute)
DC Plan Administrator

San Diego Pension Consultants
(San Diego CA)
Compliance Analyst (QKA)

Newport Group
(Folsom CA / Dallas TX / Walnut Creek CA / Annapolis MD / Burlington VT / Charlotte NC / Chicago IL / Fresno CA / Moline IL / Lake Mary FL / Saint Petersburg FL / Saint Louis MO / AL / IA / MN / PA / VA / WI)
Retirement Plan Relationship Advisor

Prosperity Advisors, LLC and SS&G Wealth Management
(Akron OH)
Apprentice - Financial Services and Employee Benefits

Columbia Benefits, LLC
(Englewood CO)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More FIS Relius Education Webcasts and Conferences

Fundamentals Series 12: Participant Loans

FIS Relius Education

May 23, 2016
Recorded Online
Webcast

[Recorded online and available for purchase.]

Do you need to train someone new? Do you need to brush up on the basics, or to fill in gaps in your knowledge? SunGardís Fundamentals Series may be just what you need. 16 convenient 1-hour web seminars provide the information a pension practitioner needs to function effective in the modern 401(k) world. Pick and choose the topics you need, or participate in the entire series: the choice is yours.

Fundamentals Series 12: Participant Loans

Handling plan loans is one of the most complex aspects of retirement plan practice. Many employees, including owners, want to be able to borrow from their accounts. But many retirement rules impact plan loans: prohibited transaction rules, deemed distribution rules, joint and survivor rules, and plan asset rules, etc.

Participant Loans topics include:

  • Maximum loan amount
  • Enforceable agreement
  • Repayment rules
  • 5 year limit
  • Reasonable interest
  • Adequate security
  • Level amortization
  • Consequences of deemed distribution
  • Penalty taxes
  • Loan offsets
  • Reporting
  • Phantom interest
  • Avoiding prohibited transactions
  • Reasonable availability

Continue by clicking on the following link:
http://www.relius.net/Events/seminardetail.aspx?EID=26996

© 2020 BenefitsLink.com, Inc.