Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Manager Retirement Services Sales
Lafayette Life Insurance Company
(Cincinnati OH)
Executive Director

Employers Council on Flexible Compensation (ECFC)
(Washington DC / Telecommute)
Defined Contribution Plan Administrator

TRG Administrative Services, LLC
(Dallas TX / Buffalo NY / Telecommute)
Senior Retirement Plan Administrator

Carlson Quinn
(Emeryville CA)
Defined Contribution Plan Administrator

Ingham Retirement Group
(Miami FL / Telecommute)
Retirement Plan Administrator

Nicholas Pension Consultants
(Rancho Cordova CA / Corona CA)
Actuarial Analyst

Venuti & Associates
(Los Altos CA)
Pension Administrator

KB Pension Services
(Bradenton FL)

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

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

Continue by clicking on the following link:
http://www.relius.net/Events/seminardetail.aspx?EID=27141

© 2019 BenefitsLink.com, Inc.