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View More FIS Relius Education Webcasts and Conferences

Fundamentals Series 12: Participant Loans

FIS Relius Education

Jan. 9, 2018
Recorded Online
Webcast

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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