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Loans and In-service Withdrawals


July 12, 2018
Recorded Online

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.

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