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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

More Information, How to Register

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