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Loans and In-service Withdrawals

ASC

July 12, 2018
Recorded Online
Webcast

This webcast will discuss the administrative issues and challenges of dealing with plan loans and in-service withdrawals, including:

  • A discussion of the prohibited transaction and taxation rules associated with plan loans
  • Rules regarding refinancing of plan loans
  • Dealing with delinquent loans
  • Plan loans from Roth accounts
  • Employer requirements for documenting hardship distributions
  • Correction options available under EPCRS

Presenter Info:
Industry expert and ERISA attorney, John Griffin, J.D., LL.M., has over 35 years' experience in the employee benefits field, including training and consulting with top firms in the industry.

More Information, How to Register

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