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Prohibited Transactions

FIS Relius Education

June 12, 2015
Recorded Online
Webcast

[Recorded online and available for purchase.]

The electronic filing of the Form 5500 has given the government the tools to quickly identify potential prohibited transactions. Accordingly, practitioners need to have a fundamental knowledge of the prohibited transaction requirements.

In this web seminar, the speaker explains the structure, sanctions, purpose and exemptions.

Topics include:

  • Disqualified person/ Party-in-interest
  • What transactions are prohibited?
  • Direct and indirect
  • Self-dealing
  • Sale or exchange
  • Loans
  • Exemptions
  • Discrete prohibited transactions
  • Service provider fee disclosures
  • Calculation of the excise tax
  • Qualifying employer securities

Continue by clicking on the following link:
https://www.relius.net/Events/seminardetail.aspx?EID=26819

 
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